- Raymond James Financial, Inc. (Naples, FL)
- …comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow up ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) + CFP (R) designation (or progress toward) strongly preferred. **Work Experience** + 3+… more
- Truist (Nashville, TN)
- …planning topics. + Independently identify opportunities to refer clients for Estate and Financial planning that works in conjunction with goal-based planning ... Office products Preferred Qualifications: + Certified Financial Planner Designation ( CFP ); CFA **General Description of Available Benefits for Eligible Employees… more
- New York University (New York, NY)
- …We prepare students for in-demand jobs in fields including real estate , hospitality and tourism; global affairs; global sports management; publishing; marketing ... will have: * Master's degree in financial planning (preferred) or a related discipline * CFP (R) certification * A minimum of 5 years of work experience in the field… more
- Guardian Life (New York, NY)
- …of life insurance products and sales concepts using life insurance, such as Estate Planning, Retirement Planning and Wealth Accumulation + Excellent written and oral ... Series 6 within 1 year + Professional Designations a big plus (LUTCF, CLU, ChFC, CFP , FLMI) **Salary Range:** $60,000 - $67,500 The salary range reflected above is a… more
- City National Bank (Los Angeles, CA)
- …to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio ... MBA and typically has 8 years of financial services experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- City National Bank (Los Angeles, CA)
- …advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for ... * Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities… more
- Vanguard (Charlotte, NC)
- …Financial Advisor in Charlotte, NC Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth knowledge of financial… more
- Coldstream Wealth Management (Kenai, AK)
- …+ Provide holistic wealth planning services to clients, including income tax, estate , wealth transfer, cash flow, retirement, and Social Security planning + ... and identify and close opportunities with existing clients Required Experience: + CFP and 3+ years of experience producing and presenting financial plans +… more
- City National Bank (New York, NY)
- …credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and insurance. Develop business opportunities by ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more
- Zions Bancorporation (Boise, ID)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... licensing, FINRA Series 7& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more