- CIBC (Chicago, IL)
- …client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong understanding of global ... more
- Deloitte (Milwaukee, WI)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work ... more
- JPMorgan Chase (Austin, TX)
- …+ Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred **To be eligible for this position, you must be authorized to ... more
- Edward Jones (St. Louis, MO)
- …hire, required to successfully obtain within first 6 months in the role + CFP , CEPA, AIF industry certifications are preferred **Skills & Experience Needed:** + To ... more
- US Bank (Minneapolis, MN)
- …strongly desired and may include, but are not limited to: JD, CPA, CTFA, and/or CFP . If there's anything we can do to accommodate a disability during any portion of ... more
- CIBC (New York, NY)
- …and Outlook as well as Adobe. + **You're a certified professional.** You have a CFP , JD, CPA and/or CTFA designation. + **You act like an owner.** You thrive when ... more
- Atria Wealth Solutions (Allentown, PA)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + Experience delivering high quality service in all ... more
- Aegon Asset Management (IN)
- …Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + ... more
- Aristotle Capital Management (Newport Beach, CA)
- …6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial ... more
- Thrivent Financial (MN)
- …and energetic. + Empathetic. + Strong organization skills. Preferred: + Advanced Designation ( CFP (R) or ChFC, or CLU) is desired. + Salesforce experience + Money ... more
- JPMorgan Chase (New York, NY)
- …and skills:** + 4-year college degree and either a JD, LL.B., CPA, or CFP or equivalent + Experience as a professional athlete and 5+ years of experience ... more
- Edward Jones (Beaumont, TX)
- …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... more
- Edward Jones (West Palm Beach, FL)
- …**Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, Accounting ... more
- Commerce Bank (Kansas City, MO)
- …+ 7+ years related sales experience required + Certified Financial Planner ( CFP ) designation required + Certified Public Accountant (CPA) and/or Chartered Financial ... more
- ManpowerGroup (Frederick, MD)
- …degree in Finance or related field of study + 1+ years of related experience + CFP licensing highly preferred or the ability to obtain within 6 months of hire + ... more
- Zions Bancorporation (Irvine, CA)
- …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... more
- Bank of America (Las Vegas, NV)
- …+ Minimum 7 years of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress) a plus **Skills:** + Critical ... more
- Bank of America (New York, NY)
- …day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management ... more
- Truist (Atlanta, GA)
- …and recruit teammates. 2. Advance degree or designations, such as JD, MBA, CFP 3. Ten years of fiduciary experience **General Description of Available Benefits for ... more
- Atria Wealth Solutions (Sandusky, MI)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + Experience delivering high quality service in all ... more
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