- 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
- KeyBank (Dayton, 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
- 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 (Canton, 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
- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... retirement strategy optimization. You will work closely with the Financial Planner and other team members to...Bachelor's degree in finance, accounting, or a related field preferred . * Proven experience in financial analysis,… more