- Vanguard (Dallas, TX)
- …approach + Ability to adapt quickly to technology and process changes What you'll need: + CFP required + Series 7 , 63 or 66 (or ability to obtain ... given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their… more
- Morgan Stanley (Purchase, NY)
- …compensation planning experience with experience in advanced equity planning software. Series 7 & 66 licenses required. CFP required. We will also consider ... planning at a non Senior level of this role. Series 7 & 66 licenses required. CFP required. Morgan Stanley's goal is to build and maintain a workforce that… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA, or MBA **Job:** Business ... Development **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Organization** Private Client Group **Schedule** Full-time **Job Shift** Day Job **Travel** Yes, 25 % of the Time **Req ID:** 2401761 more
- Morgan Stanley (Purchase, NY)
- …input data as a primary function, and someone who could attain their Series 7 within 6 months and CFP within two years. Qualifications: * Bachelor's degree ... management skills * Strong computer and data entry skills * Series 7 license within 6 months of start date * CFP within two years of start date * This will… more
- Atria Wealth Solutions (Greenville, SC)
- …the following FINRA Registrations in good standing: Series 63, 65 or 66 and Series 7 + LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the ... completion of one of these programs preferred. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! As a member of the Truliant family, you will enjoy the… more
- First Horizon Bank (Fort Lauderdale, FL)
- …and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA, or CFP preferred + Series 7 , 66 and Insurance licenses preferred + ... unlock their full potential with capital and counsel. With $81. 7 billion in assets as of December 31, 2023,...2023, we serve clients through a team of approximately ~ 7 ,300 associates and ~418 banking centers throughout the southeastern… 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
- Robert Half Finance & Accounting (Indianapolis, IN)
- …transactions, and financial plans. Requirements + Bachelor's degree. + Series 7 and 66 licenses required. + CFP certification preferred. + Proven ... track record in financial services sales, wealth management, or related fields. + Strong analytical skills with the ability to interpret complex financial data. + Excellent communication, presentation, and interpersonal skills. + Knowledge of investment… 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
- Fort Pitt Capital Group, LLC (Harrisburg, PA)
- …65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP...65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP ... with other like-minded advisors What You'll Bring + Active Series 65 or Series 7 ...to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial… more