- TIAA (Portland, OR)
- …(CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do ... with affluent clients or equivalent experience; Required FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and… more
- Truist (Greensboro, NC)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... products for the mass affluent market. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
- United States Fleet Forces Command (Fort Meade, MD)
- …who respond to this flyer. Responsibilities You will serve as a Program Analyst in the Joint Forces Headquarters-Cyber (JFHQ-C), Operations Directorate (N3), at the ... at US Fleet Cyber Command. You will serve as a Cyberspace Operations (CO) Planner . You will provide mission management and guidance on all JFHQ-C (Navy) Cyber… more
- Air Force Elements, US Central Command (Macdill AFB, FL)
- …purpose of this position is to serve as Training and Exercise Planner ; providing planning, analysis, design, development implementation, and evaluation of training ... Schedule Positions, Administrative and Management Positions, Management and Program Analysis Series , 0343. SPECIALIZED EXPERIENCE: Applicants must have at least one… more
- Access Dubuque (Dubuque, IA)
- …for insurance licensing, Securities Industry Essentials┬", Series 6, Series 7, Series 63, and more + Certified Financial Planner ┬" licensing support 2 + ... Financial Planner **Northwestern Mutual** 3 Positions ID: 84881 Posted...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement*… more
- General Dynamics Information Technology (Macdill AFB, FL)
- …direction of the business and support impactful mission outcomes as an PSYOP Planner at GDIT. Here, you'll enable the success of the most critical government ... Administration. **MEANINGFUL WORK AND PERSONAL IMPACT** As a PSYOP Planner , the work you'll do at GDIT will be...must have experience in development and submission of a series as it may be required as an output… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …Merchandise Financial Planner is the entry-level class in the professional Planner series . This classification performs a range of routine professional ... Title: Assistant Retail Finance Analyst / Associate Retail Finance Analyst ...Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of… more
- The Estee Lauder Companies (Brooklyn, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... America sales team. We are looking for a Sr. Analyst , Sales Analytics & Commercial Excellence Soul to join...relevant work experience - Previous experience as a buyer/inventory planner a plus - Ability to develop and communicate… more
- TIAA (Center Valley, PA)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- TD Bank (West Palm Beach, FL)
- …or ability to obtain within licensing & registration timeline + Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred + Documented ... 4-year degree or related work experience required, MBA or advanced degree preferred + 10+ Years of related experience + Series 7, Series 63 & 65 or Series 66… more
- Truist (Laurel, MD)
- …enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management ... affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series 66 or 65/63 registrations and applicable Insurance… more
- Access Dubuque (Dubuque, IA)
- …to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ┬" . Get inspired at local and national recognition ... + Support for insurance licensing (life, health, DI, LTC) + Support for SIE, Series 6, Series 63 registrations (eligibility required) **About Us** For over 165… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Bachelor's or Master's degree in Finance or related field preferred Licenses and Designations: + FINRA Series 7 + FINRA Series 63 and 65 or 66 + Pertinent state ... Life/Variable Insurance (LAH) licenses preferred + CFP(R) (Certified Financial Planner (R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management… more
- KeyBank (Salt Lake City, UT)
- …with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life,… more
- KeyBank (Dayton, OH)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- KeyBank (Denver, CO)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- Truist (Oakton, VA)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
- JPMorgan Chase (Summit, NJ)
- …required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 ... and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions, general investment… more
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