- Magellan Health Services (Silver Spring, MD)
- … Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor II - Virgin Islands Grade 23 ... This position will provide personal financial services at assigned military...Preferred License and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified… more
- Truist (Manchester, MD)
- …mass affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop ... of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor… more