- Magellan Health Services (Dover, DE)
- …Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor - Dover AFB, ... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP, ChFC , or CLU designation after one year of successful employment + Strong ... tools Desired Qualifications + Desired : In pursuit of designations eg, CFP, ChFC , CLU + Desired : Advanced knowledge of Navy Federal's functions, philosophy,… more
- Huntington National Bank (Rosemont, IL)
- …executive benefits and qualified retirement plans. + May have attained CLU, ChFC , and CFP professional designations. About Huntington: Huntington Insurance, Inc. is ... a $70 million revenue full service Independent Agency wholly owned by Huntington Bancshares. The organization's 375 agents and staff partner with bank colleagues across Huntington to deliver Risk Management solutions to businesses, business owners, and… more
- Equitable (Oak Brook, IL)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + Base Salary: After successfully… more
- Equitable (Oak Brook, IL)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Stable Pay** : After… more
- Truist (Charleston, SC)
- …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …financial data Desired Qualifications + In pursuit of designations eg, CFP, ChFC , CLU + Advanced knowledge of Navy Federal's functions, philosophy, operations, and ... organizational objectives + Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 2100 Route 38, Cherry Hill, New Jersey 08002… more
- Guardian Life (Annapolis, MD)
- …projects and meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** ... $90,000 - $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the… more
- Umpqua Bank (Newport Beach, CA)
- …Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC , CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this… more
- Equitable (Portland, OR)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Base Salary** : After… more
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