- Atria Wealth Solutions (Marion, IN)
- …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
- HUB International (Scottsdale, AZ)
- … advice. + Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred + Experience working with account ... As a Financial Advisor on the Wealth Management Services team,...+ Bachelor's degree in business, finance, or related field preferred . + 5 years of experience as a … more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred . ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- BMO Financial Group (Winnetka, IL)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- BMO Financial Group (Minneapolis, MN)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- KeyBank (Naples, FL)
- …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Licensed Attorney/JD (varies… more
- Kestra Financial (Cranbury, NJ)
- …Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
- KeyBank (Toledo, OH)
- …(required) **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner (CFP) ( preferred ) + Certified ... Analyst (CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + Certified Wealth Strategist… more
- KeyBank (Westlake, OH)
- …development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) ( preferred ) + Certified Investment ... Management Analyst (CIMA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State… more
- TIAA (Dallas, TX)
- ** Financial Planner ** The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth ... Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner (CFP) - Certified Financial Planner Board… more