- 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 (Heathrow, FL)
- …effectively - namely related to the financial plan and investment solutions + Series 7 , Series 66 required + CFP preferred Chase is a leading financial ... services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything… more
- Vanguard (Charlotte, NC)
- …to support sales efforts and achieve business goals. Qualifications: + Series 7 , 63 + Certifications: CIMA, CFP , CFA, CAIA. MBA preferred. + Wholesaling ... experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance, Business, Marketing, or related field. + Strong interest in financial services and sales. + Excellent communication and interpersonal skills. + Ability to work independently… more
- First Horizon Bank (Plano, TX)
- …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
- Vanguard (Malvern, PA)
- …plus an appreciation of practical challenges/constraints facing financial advisors across channels * FINRA Series 7 & 63. Special Factors * CFA or CFP ... is highly preferred. Special Factors Sponsorship Vanguard is offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through… 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
- TIAA (Andover, MA)
- …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
- Charles Schwab (Coral Gables, FL)
- …may be the opportunity for you. **What you have** **Required qualifications** + Active and valid Series 7 license + Active and valid Series 66 (or equivalent ... Series 63 AND 65 OR CFP ) license(s) required + Active and valid Series 9/10 license required + Bachelor's degree or equivalent, or equivalent work-related… 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
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