- Citigroup (New York, NY)
- …representative to help provide these solutions to our clients.** **Responsibilities:** ** Support senior financial planners by preparing, maintaining and ... **The Financial Planning group provides our clients with comprehensive financial planning services to meet our client's goals and future financial … more
- HUB International (Scottsdale, AZ)
- …advice. + Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with account ... clients. + Collaborate with internal and external professionals to support the execution of complex financial plans....professionals to support the execution of complex financial plans. + Maintain active communication with clients to… 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 ... Job description Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is...the bank has posted record earnings and receives outstanding support from its shareholders. Bank assets now total over… more
- Bank of America (Vero Beach, FL)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Kings Highway Financial...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… 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...to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their… more
- Capital One (Plano, TX)
- …plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more ... Principal Associate, Executive Communications- Financial Services We're seeking an influential communicator who has experience writing high-quality content for… more
- Principal Financial Group (Mount Pleasant, SC)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...experiences, backgrounds, and talents of our employees. And we support our employees the same way we support… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Financial Planner at a Thriving Wealth Management. This is a full-time permanent ... As an Associate Advisor, you'll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs… more
- Bank of America (Buffalo, NY)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …Beach Job Number: 2500034Y Job Summary: Assists Buyer and Planner Distributor in various functional merchandising areas. Duties and Responsibilities: ... Assists the Buyer and Planner Distributor in all functions including assortment planning execution advertising coordination financial planning execution… more