- Bank of America (Pasadena, CA)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained insurance ... licenses. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic… more
- Bank of America (Brooklyn, NY)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. * Bilingual Spanish Preferred **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening… more
- Bank of America (Louisville, KY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained your ... insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Charles Schwab (Westlake, TX)
- …Qualifications:** + Masters level or equivalent Financial Planning-related designation + CFP (R) designation + Life and Health Insurance licensing + Active and ... valid FINRA Series 7 license + Active and valid FINRA Series 63/65 or 66 + Bachelor's degree **Preferred Qualifications:** + Minimum of 5 years of financial services experience in addition to 2 years of Financial Planning experience + Passion for financial… more
- Commerce Bank (Bloomington, IL)
- …Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) designation preferred **Level of role is determined by knowledge, experience, ... skills, abilities, and education For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range… more
- HUB International (Austin, TX)
- …organization that provides relevant experience + Series 65 or equivalent + CFP or CFA preferred **\#LI-KP1** Department Sales Required Experience: 7-10 years of ... relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin,… more
- Santander US (Boston, MA)
- …exposure. + Participate and perform a post-mortem assessment on table-top and CFP tests (focusing on unattended risks). + As applicable, contribute to regulatory ... examinations, internal audit reviews and other remediation efforts. **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the… more
- Charles Schwab (Boston, MA)
- …(or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook. + Series 65 or CFP is a condition of employment within one year of hire date. **What's in ... it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance… more
- JPMorgan Chase (Los Angeles, CA)
- …be fulfilled within 6 months of assuming role) + Advanced credentials: CFA, CIMA, CFP (not required) Chase is a leading financial services firm, helping nearly half ... of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
- Health Advocates Network (Sacramento, CA)
- …with our company. **Pay Rate:** $49 / hour **Job Details:** + ?Area: Medical- CFP OT Class: PHARM Shift: 3 Start: 23:00:00 End: 07:30:00 **Qualifications:** + Ability ... to build rapport with patients + Compassionate and caring demeanor + Familiarity with medical terminology + BLS/CPR + Must have up to date certification in **CA** **Responsibilities** : + Screens drug orders for drug interactions and Incompatibilities +… more