- Atria Wealth Solutions (Pasadena, CA)
- …Financial Planner (CFP) designation is required. + Must have a valid state driver 's license + Minimum 3 years' experience selling investment and insurance products. ... + Experience preparing detailed financial strategies and plans, including tax strategies. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status,… more
- Atria Wealth Solutions (League City, TX)
- …+ Strong oral presentation skills. + Reliable personal transportation and valid driver 's license required - job involves frequent travel to varied locations ... throughout Galveston, League City and Houston metro area, and occasional travel to other cities. + Ability to create trust with members and build positive relationships. Competencies + Leading & Developing Self + Organizational Impact Experience Minimum… more
- Atria Wealth Solutions (Marion, IN)
- …Background + Certified Financial Planner (CFP) designation preferred + Valid driver 's license, must be insurable Expectations: + Demonstrate and consistently model ... the Via CU brand based on the mission, vision, and values. + Demonstrate honesty and integrity and be seen as credible in the workplace. + Accept responsibility and be accountable for your actions. + Demonstrate ability to take care of the members' needs while… more