• Financial Advisor

    Navy Federal Credit Union (Sandy Springs, GA)
    …working as an adult facilitator, trainer, development coach, and/or internal consultant + FINRA Series 7 and combination of NASAA Series 63/65 or 66 ... company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC , or CLU designation after one year of successful employment +… more
    Navy Federal Credit Union (06/11/25)
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  • Retirement Planning Consultant - Augusta, GA

    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… more
    Aegon Asset Management (05/29/25)
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  • Director, Advanced Markets

    Aegon Asset Management (Denver, CO)
    …licenses + One or more of the following: JD, CFP , CLU, ChFC , CPA + Seven years...+ FINRA Series 63 license + FINRA Series 7 to be completed in 6 ... Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated,...companies employ over 2 1,500 people and have approximately 31. 7 million customers . * For more information, visit… more
    Aegon Asset Management (05/06/25)
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  • Asset Management Chief Compliance Officer

    SMBC (New York, NY)
    …preferred but not required. Required Job Skills + Candidates must pass + Series 65, + Series 66 and Series 7 combined, or + Possess one of the following ... professional designations: CFA, CFP , CIC, ChFC , PFS, to become CCO at a New York State registered investment advisor. Managerial skills + Proficiency in Windows… more
    SMBC (06/23/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …training. + 3+ years of prior management experience, including sales coaching experience. + Series 7 , 63, 65 (or 66) Securities Registrations, and Life Insurance ... licenses are required. + Series 24 or Series 9/10 Securities Registrations...preferred + Advanced Industry Designations preferred - such as CFP , ChFC , CRPC, RICP, CFF + Excellent… more
    Atria Wealth Solutions (05/15/25)
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  • Financial Advisor

    Navy Federal Credit Union (Cherry Hill, NJ)
    …to generate GDC based on defined thresholds within a specified period of time + FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration ... financial data Desired Qualifications + In pursuit of designations eg, CFP , ChFC , CLU + Advanced knowledge of Navy Federal's functions, philosophy, operations,… more
    Navy Federal Credit Union (06/28/25)
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  • Wealth Management Associate - Retirement Benefits…

    Equitable (Portland, OR)
    …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
    Equitable (06/27/25)
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  • Financial Professional - Retirement Benefits Group

    Equitable (Deerfield, IL)
    …degree or equivalent skills and work experience + Licensing: State Life & Health, SIE, Series 7 , Series 66 + Personal Attributes: values-driven with a track ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
    Equitable (06/27/25)
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  • Wealth Management Associate

    Equitable (Peoria, IL)
    …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
    Equitable (06/27/25)
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  • Wealth Management Associate - Retirement Benefits…

    Equitable (Fort Worth, TX)
    …or equivalent skills and work experience + **Licensing** : State Life & Health, SIE, Series 7 , Series 66 + **Personal Attributes** : values-driven with a ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own… more
    Equitable (06/27/25)
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