- Principal Financial Group (Denver, CO)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... equivalent experience. + 4+ years related work experience, including sales and management. + Recruiting of experienced financial... sales and management. + Recruiting of experienced financial advisors, strongly preferred. + Must have a broad… more
- Atria Wealth Solutions (Marion, IN)
- …term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... bachelor's degree preferred Experience: + 2 or more years of sales experience in the financial services industry, preferably in a bank or credit union. +… more
- M&T Bank (Bear, DE)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and… more
- Atria Wealth Solutions (Allentown, PA)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities....U-4 and Background + Two or more years of sales experience in the financial services industry,… more
- Atria Wealth Solutions (Richmond, VA)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities....U-4 and Background + Two or more years of sales experience in the financial services industry,… more
- Bank of America (Vancouver, WA)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... lieu of 66) licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities....U-4 and Background + Two or more years of sales experience in the financial services industry,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities. + Services… more
- Truist (Richmond, VA)
- …software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience ... on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs....Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable… more
- Bank of America (Reisterstown, MD)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and… more