• Senior Planner - High Net Worth

    Edward Jones (West Palm Beach, FL)
    …Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required + Bachelor's ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
    Edward Jones (07/12/25)
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  • Retirement Planner - Retirement Benefits…

    Equitable (Jacksonville, FL)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Retirement Planner - Retirement Benefits Group - FL, Jacksonville...and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (05/03/25)
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  • Personal Financial Counselor;

    Magellan Health Services (Hurlburt Field, FL)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
    Magellan Health Services (07/29/25)
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  • Financial Solutions Advisor - Ft…

    Bank of America (Fort Myers, FL)
    …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida **To proceed with your application, you must be at least 18 years of age.**… more
    Bank of America (07/30/25)
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  • Entry Level - Financial Advisor - FL…

    Equitable (Orlando, FL)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - FL Orlando, Mt. Dora, Kissimmee,...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (07/25/25)
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  • Merrill Financial Solutions Advisor - North…

    Bank of America (Tallahassee, FL)
    …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - North Florida Market Jacksonville, Florida;Gainesville, Florida; Ponte Vedra Beach, Florida; Ocala, Florida; Tallahassee,… more
    Bank of America (07/15/25)
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  • Financial Solutions Advisor - Millhopper…

    Bank of America (Gainesville, FL)
    …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Millhopper Financial Center Gainesville, Florida **To proceed with your application, you must be at least 18 years of age.**… more
    Bank of America (07/11/25)
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  • US Experienced Financial Advisor

    Edward Jones (Fort Lauderdale, FL)
    …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
    Edward Jones (06/11/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Orlando, FL)
    …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
    Bank of America (07/08/25)
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  • Financial Advisor, Truist Investment…

    Truist (Ocala, FL)
    …Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
    Truist (07/31/25)
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