- University of St. Thomas (Minneapolis, MN)
- …professional qualifications such as Certified Financial Analyst (CFA) or Certified Financial Planner (CFP), or prior experience teaching courses in finance ... candidates with expertise in all areas of finance, including Financial Management, Corporate Finance, Strategic Finance, Investments, Security Analysis, Investment… more
- Equitable (Orlando, FL)
- …your business * Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** * Unlimited earning ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… more
- Equitable (Columbus, OH)
- …your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** * Unlimited earning ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… more
- KeyBank (Pearl River, NY)
- …+ FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of… more
- Truist (Atlanta, GA)
- …credentials such as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial ... training. + Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
- Access Dubuque (Dubuque, IA)
- …SISCO Tax Senior Associate Eide Bailly Purchasing Agent Sedona Staffing Services Financial Planner Northwestern Mutual Financial Planning Internship ... 1-3 years of sales experience who are motivated by financial rewards. **What You'll Get:** At Cottingham & Butler,...and actively work towards its growth to unlock substantial financial growth. + Strategize and develop customized solutions for… more
- Access Dubuque (Dubuque, IA)
- …SISCO Tax Senior Associate Eide Bailly Purchasing Agent Sedona Staffing Services Financial Planner Northwestern Mutual Financial Planning Internship ... 1-3 years of sales experience who are motivated by financial rewards. **What You'll Get:** At Cottingham & Butler,...and actively work towards its growth to unlock substantial financial growth. + Strategize and develop customized solutions for… more
- Regions Bank (Knoxville, TN)
- …Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment Fiduciary (AIF) and ... Regions Bank, and four (4) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience + Or Master of Business Administration… more
- UMB Bank (Phoenix, AZ)
- …You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation. + Demonstrates high proficiency in Microsoft Office ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...**Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory… more
- Regions Bank (St. Petersburg, FL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... assigned. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships + Generates… more