- Charles Schwab (Westlake, TX)
- …CFA or 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… more
- Thrivent Financial (Minneapolis, MN)
- …verbal and written communication skills, including presentation development and delivery 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… more