- 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 (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 (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
- 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
- M&T Bank (Boston, MA)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) ... more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …and contraception training preceding that for many years. Current members of the CFP Division include funded educators in the UNC School of Medicine, highly funded ... more
- UMB Bank (Kansas City, MO)
- …+ Bonus points if you have a Juris Doctorate or CTFA or CFP **Compensation Range:** $69,230.00 - $149,000.00 _The posted compensation range on this listing ... more
- Vanguard (Malvern, PA)
- …equivalent combination of training and experience. Graduate degree preferred. + CFA, CIMA, CFP or Graduate degree preferred. + This job requires a regulatory license ... more
- Kestra Financial (Pittsburgh, PA)
- …7, 66, 63 licenses + State Insurance Licenses (Life, Accident & Health) + CFP (R) designation is a plus + Knowledge of Emoney, Riskalyze and Redtail software is ... more
- Kestra Financial (Fort Worth, TX)
- …Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities ... more
- Kestra Financial (Wappingers Falls, NY)
- …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
- Kestra Financial (Cranbury, NJ)
- …of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent communication and interpersonal ... more
- Matter Family Office (St. Louis, MO)
- …BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience serving ... more
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