- Kestra Financial (Baltimore, MD)
- …their needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. ... . Bachelor's degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with CRM platforms (Redtail or similar), MS365, and Excel. . Strong organizational skills, a team-oriented… more
- Raymond James Financial, Inc. (Bend, OR)
- …as approved by Human Resources. **Licenses/Certifications** + SIE required + Series 7 & 66 required + CFP preferred but not required **Education** ... trainees will be focused on getting their Securities Industry Essentials (SIE), Series 7 , and Series 66. The WMAP program offers comprehensive education,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …is required. + Life insurance experience is a strong plus. + eMoney experience is a plus. + Series 7 , 66, 65, CFP (R), ChFC(R) or similar is a plus, but not ... required. + Bachelor's degree. + Familiarity with CRM systems like Redtail is preferred. + AssetMark platform is a plud + Proficient in Microsoft Office, Excel, and Google Sheets Excited about the role? Apply here and please reach out to Jennifer Fukumae on… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and immediate consideration. Requirements + 8+ years of wealth management experience. + MUST HAVE CFA, CFP or CIMA. + Series 7 and 66 licenses. + Proven ... proficiency in complex financial planning for high-net-worth clients. + Outstanding collaboration, communication, and teamwork skills. + Bachelor's or Master's degree. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for… more
- First Horizon Bank (Chattanooga, TN)
- …and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses preferred + ... Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and… more
- Kestra Financial (Wappingers Falls, NY)
- …independent financial services culture preferred Certificates, Licenses, and/or Registration + Series 7 and 65/66 license required + CFP , CPA, CFA, or ChFC ... preferred (or ability to obtain) more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses required for ... position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of… more
- TIAA (Coral Gables, FL)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
- TIAA (Charlotte, NC)
- …Preferred **Work Experience** + 2+ Years Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards required...**Please note:** applicants should have their Certified Financial Planner ( CFP ) or have passed the CFP exam.… more
- TIAA (Dallas, TX)
- …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7 ; Series 63; Series 65; Series ... 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards required Upon Hire **Physical Requirements**… more
Recent Jobs
-
Product Owner / SQL Developer
- ClearlyAgile (Tampa, FL)
-
Sr. System Safety Engineer
- Raytheon (Aurora, CO)
-
Senior Software Engineer - Developer Automation Platform (Fullstack)
- Netflix (Los Gatos, CA)
-
Part-Time Speech-Language Pathology Clinical Educator/Supervisor
- Touro University (Brooklyn, NY)