- Aegon Asset Management (GA)
- …Qualifications: + Bachelor's degree in a related field or equivalent business experience. + FINRA Series 6 or 7 . + FINRA Series 63 or obtain within ... Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated,...(CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC , CIMA, CRPS) acceptable… more
- Atria Wealth Solutions (Dublin, CA)
- …training. + 3+ years of prior management experience, including sales coaching experience. + Series 7 , 63, 65 (or 66) Securities Registrations, and Life Insurance ... licenses are required. + Series 24 or Series 9/10 Securities Registrations...preferred + Advanced Industry Designations preferred - such as CFP , ChFC , CRPC, RICP, CFF + Excellent… more
- Equitable (OR)
- …Alaska) * Thorough working knowledge of 401(k)/457(b), cash balance and managed account products * FINRA Series 6 or 7 , and Series 63 Registrations * Life & ... Alaska **Preferred Qualifications** * Bachelor's degree * Professional Designations CLU, ChFC or CFP are viewed favorably * Exceptional… more
- Equitable (Melville, NY)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
- Equitable (San Antonio, TX)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
- Equitable (Ponce, PR)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
- Navy Federal Credit Union (Lexington Park, MD)
- …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... data Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy,… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Bachelor's or Master's degree in Finance or related field preferred Licenses and Designations: + FINRA Series 7 + FINRA Series 63 and 65 or 66 + Pertinent ... state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment… more
- Equitable (Bellevue, WA)
- …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
- Equitable (Minneapolis, MN)
- …degree or equivalent skills and work experience + Licensing: State Life & Health, SIE, Series 7 , Series 66 + Personal Attributes: values-driven with a track ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more