- Kestra Financial (Austin, TX)
- …financial services team looking for an in-person team member to join us. The Financial Planner Associate position is a client service position who reports ... to the Financial Professional and is critical to leveraging the FinPro's...7 and 65/66 preferred (or ability to obtain) + CFP preferred (or willingness to obtain) Compensation + Compensation… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …investment returns, this firm is on the rise. Some Responsibilities of a financial planner include: + Collaborate with Lead Advisors: Attend meetings, gather ... client data, create financial plans, and present to clients. + Engage with...Paraplanner) + Must be at least already in the CFP program if currently not a CFP … more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- BECU (Bothell, WA)
- …details regarding BECU Benefits can be found here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role in providing ... + **Professional Development Support** : Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees,… more
- Citizens (NJ)
- …CFP (R) designation, they must work toward attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA PFS, or other ... clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary...other departments of the firm, as necessary. Less seasoned Financial Planners will shadow associate and senior… more
- Magellan Health Services (Columbus, OH)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable (Los Angeles, CA)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Fort Lauderdale, FL)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Wealth Management Associate - FL, Ft Lauderdale (6008) ( 24000068...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Atria Wealth Solutions (Winston Salem, NC)
- …accident insurance licenses required to obtain within 6 months of hire + Certified Financial Planner ( CFP (R)) preferred + Proficient in utilizing ... Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union...LP (CFS) Allegacy Federal Credit Union is seeking an Associate Program Manager to join their team in the… more
- Commerce Bank (Bloomington, IL)
- …experience preferred + Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) designation preferred **Level of role is ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...roles. This compensation range is for the Portfolio Manager Associate & Senior Associate job and contemplates… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …involvement in planning and interactions with high-net-worth clients + MUST have a Certified Financial Planner ( CFP ) designation + Demonstrate the ability to ... approximately $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant...where each day presents fresh opportunities to shape the financial landscape. With comprehensive healthcare, ample paid time off,… more
- JPMorgan Chase (Plano, TX)
- …licenses required for the position. + CRPC (Chartered Retirement Planning Counsellor) or CFP (Certified Financial Planner ) Designation, or required to obtain ... resources of one of the largest and most respected financial firms in the world. Our small size and...for maintaining a high level of expertise in the financial retirement space including deep knowledge regarding ERISA rules,… more
- T. Rowe Price (Colorado Springs, CO)
- …Planning Counselor (CRPC(R)) (obtained within 180 days of hire) + Certified Financial Planner designation ( CFP (R)) FINRA Requirements FINRA licenses ... primary goal. Grow your career with a top global financial firm with 80+ years of success in the...years of success in the industry. Here, e very associate contributes to the lives of those we serve… more
- Edward Jones (Columbus, OH)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... 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 (St. Louis, MO)
- …etc.). Series 7, 66 required within 12 months of hire. Advanced degree and CFP (Certified Financial Planner ) required. Additional wealth management, ... relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life… more
- Aegon Asset Management (CA)
- …skills. + Ability to quickly learn new systems/technology. Preferred Qualifications + Certified Financial Planner ( CFP ) Working Conditions + Hybrid/Onsite. + ... part of A egon , an integrated, diversified, international financial services group . The A egon companies employ...63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or… more
- Regions Bank (Nashville, TN)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- Regions Bank (Birmingham, AL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... assigned. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships + Generates… more
- Regions Bank (Birmingham, AL)
- …+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
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