- Equitable (Jacksonville, FL)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
- Equitable (Bellevue, WA)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Base Salary** : After… more
- Equitable (Minneapolis, MN)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + Base Salary: After successfully… more
- Truist (Atlanta, GA)
- …1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP, CPA, CFA or equivalent advanced knowledge course of study. 2. Professional work ... experience with demonstrated competency in financial planning for affluent clients. 3. Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits,… more
- Thrivent Financial (Milwaukee, WI)
- …in a virtual or hybrid working environment. Preferred: + Advanced Designation (CFP(R), ChFC , or CLU), Salesforce experience, and familiarity with Money Guide Pro or ... similar planning tools. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive… more
- Equitable (OR)
- …**Preferred Qualifications** * Bachelor's degree * Professional Designations CLU, ChFC or CFP are viewed favorably * Exceptional communication/interpersonal skills ... with excellent computer and organizational skills **Skills** **Effective** **Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Influencing:**… more
- Principal Financial Group (Denver, CO)
- …community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ ChFC ), Certified Financial Planner (CFP) or Chartered Leadership Fellow ... (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable… more
- Principal Financial Group (Des Moines, IA)
- …PSI **Skills That Will Help You Stand Out** + Chartered Financial Consultant ( ChFC ) or Certified Financial Planner (CFP) supported and encouraged for growth and ... development + Using data analysis to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor's product offering, and business practices **Salary Range Information** Salary ranges below reflect targeted base… more
- Charles Schwab (Westlake, TX)
- …CFP highly preferred + Professional designations/certifications (eg, CFP, CFA, MBA, CHFC , CPWA) highly preferred **Required Qualifications** + Active & valid FINRA ... Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial services industry experience + 2+ years Ultra- HNW client… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …organization, programs, policies and, procedures + Desire to pursue designations eg CFP, ChFC , CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - 6:00PM ... CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland Hills,… more