- 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
- Robert Half Finance & Accounting (San Ramon, CA)
- …or Redtail CRM is highly valued (training provided where needed). + Bachelor's degree required; Series 7 , 66, 65, CFP (R), or ChFC(R) credentials are a plus. ... + Excellent communication, attention to detail, and organizational skills. + Proficiency in Microsoft Office, Excel, and Google Sheets. Why This Firm + Collaborative, relationship-driven culture with a deep commitment to client service. + Mentorship and… more
- Edward Jones (Tempe, AZ)
- …deploying strategic playbooks. + Bachelor's Degree + Series 7 and Series 66 preferred. + CFP or ChFC preferred. **Current INTERNAL home-based associates: ... While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.** Read… more
- First Horizon Bank (Huntsville, AL)
- …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
- JPMorgan Chase (Tulsa, OK)
- …years of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7 , 66, 9, 10 and Insurance licenses ... required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred Qualifications,… more
- Vanguard (Newtown Square, PA)
- …of the CFP (R) exam highly preferred. + Learning agility to successfully pass the Series 7 , and 66 (or equivalent licenses) within the time frame described in ... success. + Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building the network and leadership… more
- TIAA (San Antonio, TX)
- …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
- Vanguard (Dallas, TX)
- …required. + This job requires a regulatory license and/or registration (eg FINRA, NASAA). The SIE, Series 7 , and Series 66 are required to be obtained within ... department guidelines. + CFP (R) preferred, with a commitment to pursue the designation....commitment to pursue the designation. We offer a corporate CFP program to support crew in acquiring the certification.… more
- Access Dubuque (Dubuque, IA)
- …+ Bonus programs and expense allowances + Support for insurance licensing, Securities Industry Essentials(R), Series 6, Series 7 , Series 63, and more + ... licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7 , and 63. Northwestern Mutual provides… more
- 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 in lieu… more