• CLU Portfolio Manager II or III

    Truist (Orlando, FL)
    …Responsible for underwriting all credit requests, including new requests as well as credit decisioning within some portfolios. Accountable for recommending credit ... **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application… more
    Truist (07/18/25)
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  • Digital Conversational AI Engineer

    System One (Ashburn, VA)
    …and voice assistants using Azure Bot Framework and Conversational Language Understanding ( CLU ). This role will focus on training, tuning, and analyzing AI models ... candidate has expertise in natural language processing (NLP), Azure Cognitive Services - CLU specifically, and tuning and training a model that is receiving requests… more
    System One (06/06/25)
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  • Business Resource Center, Advanced Planning…

    Guardian Life (Oklahoma City, OK)
    …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP/ CLU /ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
    Guardian Life (08/08/25)
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  • Premier Banker

    Truist (Fort Myers, FL)
    …AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU (R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered ... Financial Consultant(R). 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:**… more
    Truist (08/08/25)
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  • Life Insurance Sales Agent

    AAA Northern California, Nevada & Utah (Gilbert, AZ)
    …years experience in Life Insurance and/or Annuity Sales (preferred) + CLU , ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in ... an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
    AAA Northern California, Nevada & Utah (08/08/25)
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  • Senior Financial Advisor

    M&T Bank (Bear, DE)
    …Managed Accounts or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation ... M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will… more
    M&T Bank (08/08/25)
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  • Branch Manager, Kansas City & St. Louis

    Equitable (Kansas City, KS)
    …in managing profitability * Demonstrated success in leadership roles **Preferred Qualifications** * CLU , ChFC and/or CFP a big plus * FINRA Series 4 registration is ... encouraged * Strong professional work history in the RBG business * Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch * Ability to effectively manage multiple locations across a large… more
    Equitable (08/08/25)
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  • Commercial P&C Insurance Sales Executive Senior…

    Huntington National Bank (Cincinnati, OH)
    …and casualty, and employee benefits. + Professional designations such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), or CFP (Certified ... Financial Planner). 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… more
    Huntington National Bank (08/08/25)
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  • Financial Advisor - Fredericksburg or

    Navy Federal Credit Union (Stafford, VA)
    …Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC, CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy, operations, ... and organizational objectives + Desired : Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 3445 Fall Hill Ave,… more
    Navy Federal Credit Union (08/08/25)
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  • Sr Group Underwriter

    Aflac (Columbia, SC)
    …of education and experience Education & Experience Preferred + Completion of CLU , LOMA, HIAA or other insurance related courses + Group voluntary benefits ... underwriting experience strong preferred Travel Less than or equal to 10% Principal Duties & Responsibilities + Under minimal supervision, underwrites larger or more complex yearly renewals of group cases based on thorough analysis of the group's financial… more
    Aflac (08/08/25)
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