- KeyBank (Salt Lake City, UT)
- …CFP ) certification is preferred for candidates pursuing a career as a Financial Advisor . **Skills** + Analytical Skills: Ability to analyze financial ... accounting, economics, and/or data science. Participation in the Certified Financial Planner ( CFP ) program and completion of...Planner ( CFP ) program and completion of the CFP exam prior to graduation is preferred .… more
- Kestra Financial (Fort Worth, TX)
- …insurance, and managed accounts * Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP … more
- Truist (Nashville, TN)
- …such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation ( CFP ); CFA **General Description of Available Benefits ... and concepts into the overall service model of a Financial Advisor team, as well as client...dental, vision, life insurance, disability, accidental death and dismemberment, tax- preferred savings accounts, and a 401k plan to teammates.… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred . ... to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand… more
- Access Dubuque (Dubuque, IA)
- …held or managed) 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2 To determine ... certifications such as the Series 6 & 63 or CFP (R) . Get inspired at local and national...students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.… more
- Vanguard (Newtown Square, PA)
- …you will be considered for Vanguard's full-time, entry-level positions, including the Financial Advisor Development Program (FADP). This specialty program is a ... + Undergraduate or graduate degree (required). Cumulative GPA of 3.2 or higher preferred . + Currently enrolled in a CFP Board-Registered program (required). +… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Series 63 and 65 or 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public ... CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor ), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered … more
- Kestra Financial (Avon, CT)
- Kestra Financial Independent Advisor is seeking a...financial planning or a related advisory role. + CFP certification or in progress is preferred . ... our team. In this role, you will support our financial planners by conducting in-depth financial analysis,...support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and… more
- Charles Schwab (Westlake, TX)
- …within the first 120 days)_ + College for Financial Planning designations ( CFP , AAMS, AWMA, etc..) are preferred + 5+ years' direct international client ... center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are...with the education and tools to trade globally. International Financial Consultants manage a practice of HNW international clients… more
- Thrivent Financial (Minneapolis, MN)
- …to bring expertise and solutions to the FAs . + Well-versed in the financial pro forma P&L associated with the Advisor 's transition and brings experience ... Excellent verbal and written communication skills, including presentation development and delivery Preferred : + MBA + Financial services advanced desigation - (… more