- Usaa (Phoenix, AZ)
- …service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU ... (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback… more
- Charles Schwab (Roanoke, TX)
- …the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of ... employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire)...or CFA(R) designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first… more
- Charles Schwab (Roanoke, TX)
- …Financial Planning-related designation CFP (R) designation is required. Active and valid FINRA Series 7 license required. Active and valid FINRA Series ... holistic financial needs. Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. Partner with clients to create, review… more
- Charles Schwab (Atlanta, GA)
- …opportunity for you. What you have What You Have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license ... sales leadership experience Preferred qualifications Active and valid FINRA Series 24 license CFP , CFA, CIMA, and/or...Active and valid FINRA Series 24 license CFP , CFA, CIMA, and/or AAMS Strong leadership, management, and… more
- Usaa (Plano, TX)
- …Carrier appointments within 90 days of job entry. RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7 , 66 (or 63 and 65), 24, and 51 (or 53), and/or ... military service or a military spouse/domestic partner Current/Active FINRA Series 7 , 66 (or 63 and 65),...in a financial or business-related field CERTIFIED FINANCIAL PLANNER ( CFP ) designation 10 or more years of Retirement Planning… more
- Charles Schwab (Bethesda, MD)
- … highly preferred Bachelor's degree highly preferred Required Qualifications Active & valid FINRA Series 7 license Active & valid FINRA Series 66 (63/65) ... license Active & valid Life & Health insurance 7 + years financial services industry experience 2+ years Ultra- HNW client experience Pursuant to SAFE Act… more
- Charles Schwab (Atlanta, GA)
- …skills include: * Bachelor's degree or equivalent work-related experience * A valid and active Series 7 license required * A valid and active Series 66 ... be obtained within a 120 day condition of employment) * Certified Financial Planner ( CFP ) certification is preferred * Minimum of two years of experience in the… more
- Charles Schwab (Alpharetta, GA)
- …Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 ... be obtained within a 120 day condition of employment) Certified Financial Planner ( CFP ) certification is preferred Minimum of two years of experience in the… more
- 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
- JPMorgan Chase (Denver, CO)
- …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
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