- Atria Wealth Solutions (King, NC)
- …+ North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC , JD, CPA or similar designation currently held of actively pursuing strongly ... preferred OTHER QUALIFICATIONS - Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible. EOE STATEMENT We are an equal employment opportunity… more
- Equitable (Charlotte, NC)
- …experience **Preferred Qualifications:** + Industry designations (including CFP(R) and ChFC (R)) or progress toward completion + Experience with investment ... research/proposal tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred + Experience with Microsoft Office Suite including Word, Excel, PowerPoint + Problem… more
- Atria Wealth Solutions (Dublin, CA)
- …experience preferred + Advanced Industry Designations preferred - such as CFP, ChFC , CRPC, RICP, CFF + Excellent working knowledge of financial institution products ... and services, as well as, life insurance, annuity and securities products. + Strong practical understanding of general economic principles relating to all aspects of personal finance. + Proficient in MS Office applications such as Outlook, Word, PowerPoint,… more