- Fifth Third Bank, NA (St. Louis, MO)
- …+ A Series 65 license, 66 license or a qualifying designation (such as CFA, CFP, ChFC , CIC, and PFS) must be obtained within 90 days of start date. + Some travel ... associated with client and prospect management may be necessary. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. The base salary for this position is reflective of the range of salary levels for… more
- Thrivent Financial (Minneapolis, MN)
- …Preferred: + MBA + Financial services advanced desigation - ( i . e. ChFC , CFP, CAIA) 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 compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for… more
- Covenant Health Inc. (Knoxville, TN)
- …and adult clinic administration, and annual planning. Responsible for promoting CHFC pickleball programs to members, non-playing members, and non-members to grow ... the pickleball program. Recruiter: Suzie McGuinn || ###@covhlth.com Responsibilities + Provides on court instruction and presence in clinics, practices, private lessons, NTRP hitting sessions, camps, and special events as set forth by the tennis department. +… more
- Guardian Life (Holmdel, NJ)
- …public speaking. + Four-year college degree or equivalent business experience + CLU, ChFC , CFP, RICP, or other professional designations are a plus. + Understanding ... of the general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. **Salary Range:** $101,180.00 - $166,220.00 The salary range reflected above is a good faith estimate… more
- Huntington National Bank (Rosemont, IL)
- …benefits. + Professional designations such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), or CFP (Certified Financial Planner). #LI-KB1 ... Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining… more
- Truist (Houston, TX)
- …At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC , CFP, CPA or comparable advanced knowledge course of study 8. Advanced verbal, problem ... solving, and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Twelve years of experience with… more
- Huntington National Bank (Charlotte, NC)
- …executive benefits and qualified retirement plans. + May have attained CLU, ChFC , and CFP professional designations. About Huntington: Huntington Insurance, Inc. is ... a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business owners, and… more
- Guardian Life (Annapolis, MD)
- …projects and meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** ... $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the… more
- Aegon Asset Management (GA)
- …Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP, CRC, CEBS, ChFC , CIMA, CRPS) acceptable in lieu of RPA or CRPC. + Three years of ... financial services or related experience. + Strong communication and interpersonal skills. + Presentation skills to support the sales process. + Self-motivated to drive toward set targets. + Organization and time-management skills. + Ability to quickly learn… more
- Equitable (Raleigh, NC)
- …FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant ( ChFC ). In partnership with Columbia University, Equitable Advisors offers a ... Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. **Benefits and… more