- 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 (Offutt AFB, NE)
- …(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant ( ChFC ). General Job Information Title Personal Financial Counselor, PFC-Offutt NE ... Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver… more
- AAA Northern California, Nevada & Utah (Roseville, 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 (Englewood, CO)
- …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 (TN)
- …North Carolina and South Carolina markets * Bachelor's degree * CLU, ChFC and/or CFP * Exceptional communication/interpersonal skills * Highly Organized * ... Technically savvy with computer and MS Office products **Skills** **Influencing:** Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. **Negotiating:** Knowledge of successful negotiation… more
- Equitable (Columbus, 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
- Truist (Smyrna, TN)
- …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
- Equitable (Richmond, VA)
- …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
- Equitable (Portland, OR)
- …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… more
- Equitable (Deerfield, 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
- Manulife (Boston, MA)
- …expertise. + Opportunity to obtain industry designations, such as the CLU(R) or ChFC (R). + Exposure to numerous internal teams helping to support the life insurance ... pre- and post-sale process. + Opportunity to work in a collaborative, large team environment. + Promotion opportunities within the Team and in the company. **When you join our team:** + We'll empower you to learn and grow the career you want. + We'll recognize… more
- Columbia Bank (Seattle, WA)
- …Intermediate estate planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC , CTFA, CPA, CFA, CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. The pay range for this role is $129,000.00 to $238,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not… more
- Equitable (Jacksonville, FL)
- …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
- Equitable (Boston, MA)
- …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
- Edward Jones (St. Louis, MO)
- …degree or relevant industry designation(s) preferred (eg, MBA, CFP, CFA, ChFC ,) + Strong technical aptitude and analytical skills **INTERNAL APPLICANTS ONLY:** ... Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may… more
- Equitable (Portsmouth, NH)
- …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 establish… more
- Equitable (Lexington, KY)
- …are required **Preferred Qualifications** + Bachelor's Degree Preferred + CLU, ChFC and/or CFP a big plus + Exceptional communication/interpersonal skills, with ... good computer and organizational skills. + Sales experience in Virginia territory **Skills** **Effective Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of… more
- Athene (West Des Moines, IA)
- …currently working towards an advanced industry designation such as CLU or ChFC . + Effective verbal and written communications required to explain products, tools, ... concepts and processes to a diverse customer base. + Shown success building and fostering relationships to execute and deliver against territory/account growth. + Proven track record of implementing and advancing Advisor segmentation growth. + Proficient in… more
- Equitable (OR)
- …**Preferred Qualifications** * Bachelor's degree * Professional Designations CLU, ChFC or CFP are viewed favorably * Exceptional communication/interpersonal skills ... with excellent computer and organizational skills **Skills** **Effective** **Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Influencing:**… more
- M&T Bank (Buffalo, NY)
- …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 $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.… more
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