- Bank of America (Vero Beach, FL)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Kings Highway Financial Center Vero Beach, Florida **To proceed with your application, you must be at least 18 years of age.**… more
- Edward Jones (Lafayette, IN)
- …licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Truist (Nashville, TN)
- …computer applications such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation (CFP); CFA **General Description of ... job description:** Responsible for the integration and application of financial planning tools and concepts into the overall service...and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides… 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. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- Atria Wealth Solutions (Corning, NY)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal...(CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Equitable (Melville, NY)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Financial Professional - Retirement Benefits Group - NY,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Bank of America (Bozeman, MT)
- …in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Financial Solutions Advisor - Mountain West Market Missoula, Montana;Bozeman, Montana; Boise, Idaho; Coeur D Alene, Idaho; Billings, Montana; Whitefish,… more
- Atria Wealth Solutions (Marion, IN)
- …long term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are… more
- HUB International (Scottsdale, AZ)
- … advice. + Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with account ... As a Financial Advisor on the Wealth Management Services team,...you will work closely with clients to understand their financial goals, risk tolerance, and overall financial … more
- Equitable (Deerfield, IL)
- …ambition + Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Financial Professional - Retirement Benefits Group - IL,...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can… more