- Atria Wealth Solutions (Marion, IN)
- …and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable Expectations: + ... Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually… more
- JE Dunn Construction Company (Nashville, TN)
- …(reliable promising) + Assumes responsibility for bringing all components of the Last Planner System together to function as a system. Trains and coaches the team ... 2+ years financial management experience (Required) + 5+ years' experience in meeting or group facilitation (Required) + 2+ years' experience implementing process… more
- HUB International (Scottsdale, AZ)
- …Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with account custodians such as ... abilities. + You must possess a valid driver's license and be comfortable meeting clients in-person as needed. + Ability to work independently with autonomy, while… more