- Michigan Farm Bureau (Lansing, MI)
- …in LOMA Level I required. Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred, or actively being pursued. Note: Farm Bureau offers a full benefit ... package including medical, dental, vision, and 401K. PM19 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a… more
- Michigan Farm Bureau (Lansing, MI)
- …to pursue continuing job-related training and education required. FALU, FLMI, CLU, ChFC , or LLIF designation required or actively pursuing. Note: Farm Bureau offers ... a full benefit package including medical, dental, vision, and 401K. PM19 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or… more
- Principal Financial Group (Des Moines, IA)
- …**Skills That Will Help You Stand Out** + Industry designations (eg CLU, ChFC , CFP, FLMI), or progress towards, preferred **Salary Range Information** Salary ranges ... below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary… more
- Principal Financial Group (Des Moines, IA)
- …PSI **Skills That Will Help You Stand Out** + Chartered Financial Consultant ( ChFC ) or Certified Financial Planner (CFP) supported and encouraged for growth and ... development + Using data analysis to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor's product offering, and business practices **Salary Range Information** Salary ranges below reflect targeted base… more
- Principal Financial Group (Lincoln, NE)
- …community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ ChFC ), Certified Financial Planner (CFP) or Chartered Leadership Fellow ... (CLF) designations desired. + Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable… more
- Principal Financial Group (Washington, DC)
- …for current licensing. + Advanced designations preferred (CFP(R), RICP(R), ChFC (R)) + Excellent knowledge of annuity solutions, competitive intelligence and ... financial markets required + Strong interpersonal skills, consultative skills, and advisor expertise are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills are necessary + Must be able to… more
- Magellan Health Services (Mcconnell AFB, KS)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor; McConnell AFB, ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Magellan Health Services (South Burlington, VT)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, Assignment Ready ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- Equitable (Cleveland, OH)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** * Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. * Stable Pay: After successfully… more
- Equitable (San Antonio, TX)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible financial professionals, empowering you… more
- Manulife (TN)
- …180 days from your start date. + Professional designations such as CLU, ChFC , CFP, CLTC, LUTCF are a plus. **Preferred Qualifications:** + Strong understanding of ... market dynamics and customer needs. + Excellent communication and interpersonal skills. + Ability to work collaboratively with cross-functional teams. + Demonstrated ability to develop and implement effective sales strategies. + Strong analytical and… more
- Truist (Oakton, VA)
- …Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development ... Program or Banking School such as Truist Leadership Development Program or Banking School. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working… more
- Insight Global (Fort Worth, TX)
- …Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP, ChFC , CPA-PFS, JD A - Deep knowledge of financial planning processes, tools, ... concepts and strategies: - Tools: CRM (Salesforce) & Tax Review Software - Presentation Skills: Client Meetings, Internal Trainings and Seminars - Their degree is in Financial Planning, Finance or Business Related - RICP (Retirement Income Certified… more
- Insight Global (Fort Worth, TX)
- …to understand and interpret client data - Excellent verbal and written communication skills - Advanced credentials in financial planning (CFP, ChFC , CpA, etc.) ... You will be the primary SME and field- facing consultant on all aspects of the First Command financial planning software. You will be responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners -… more
- Equitable (New York, NY)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + **Stable Pay** : After… more
- Equitable (Oak Brook, IL)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. + Base Salary: After successfully… more
- M&T Bank (Danvers, MA)
- …experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to ... fair, competitive, and market-informed pay for our employees. The pay range for this position is $72,200.00 - $120,300.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific… more
- AAA Northern California, Nevada & Utah (Capitola, CA)
- …experience in Life Insurance and/or Annuity Sales (preferred) + CLU, ChFC and/or LUTCF Designations (preferred) Work Environment/Physical Requirements Works in an ... office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job… more
- Equitable (Charlotte, NC)
- …Professionals, or end-clients + Industry designations (including CFP(R) and ChFC (R)) or progress toward completion + Experience with investment research/proposal ... tools and financial planning software (including Morningstar Advisor Workstation, eMoney, AdvicePay, Asset-Map, etc.) experience strongly preferred + Experience with Microsoft Office Suite including Word, Excel, PowerPoint + Problem resolution skills required… more
- Equitable (Fort Worth, TX)
- …such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ( ChFC ) and Equitable Advisors' own Credentialed Holistic Financial Coach program ... **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Stable Pay** : Biweekly pay for eligible financial professionals, empowering you to… more
Related Job Searches:
CFA CFP Chfc,
MBA CFP Chfc