- Bank of America (Minneapolis, MN)
- …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
- Bank of America (Simi Valley, CA)
- …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
- Bank of America (Jacksonville, FL)
- …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
- Atria Wealth Solutions (Sandusky, MI)
- …Qualifications: + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... licenses + Clean U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in a bank or credit union + Excellent… more
- Bank of America (Palmetto, FL)
- …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
- Bank of America (Fort Mill, SC)
- …business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... 66) licenses. * Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at… more
- Bank of America (Boca Raton, FL)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... services. + Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP(R) (Certified Financial Planner (R)), CPA (Certified Public Accountant), CIMA(R) (Certified ... Location: San Juan, PR Company: Popular Workplace Type: On-site Financial Consultant | Popular Securities Job Type Full Time...recommendations to ensure these needs are met. * Use sales tools and modules to conduct the analysis and… more
- Atria Wealth Solutions (Corning, NY)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... licenses + Clean U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in a bank or credit union + Excellent… more
- Wells Fargo (Denver, CO)
- …skills + Solid organizational, multi-tasking, and prioritizing skills + An active CERTIFIED FINANCIAL PLANNER (tm) or CHARTERED FINANCIAL CONSULTANT (tm) ... understanding of Salesforce, Smart Station or contact management system + Financial services sales experience + High level of initiative and accountability +… more