- Principal Financial Group (Modesto, CA)
- …relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...designations desired. + Some travel required , including overnight stays (up to 15%). **Licenses and/or… more
- Equitable (San Francisco, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Emerging Financial Planner - CA, San Francisco...to clients' unique situations + **Location** : In-office presence required + **Work-Life Balance** : Flexible schedule to maximize… more
- Equitable (Los Angeles, CA)
- …ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Emerging Financial Planner - CA; Los Angeles,...tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …field; advanced degree or professional designation ( CFP (R), CFA, CPA, JD, etc.) required . + 5-10+ years of experience in financial services, including at ... Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships...least 5 years advising clients. + Series 65 license required . + Proficiency in Microsoft Office; experience with CRM… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Rosario - I'd love to connect! About the Role We are seeking a Financial Planner to deepen client relationships and deliver comprehensive wealth management ... relationships through trust and proactive engagement. + Review and finalize financial plans, including balance sheets, strategic roadmaps, estate maps, and cash… more
- JPMorgan Chase (Los Angeles, CA)
- …bank, affluent/high-net-worth solutions, and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified ... (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances; strong listening skills and high EQ +… more
- JPMorgan Chase (San Francisco, CA)
- …years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...of estates and trusts is also useful but not required . Knowledge of issues relating to securities-based compensation (restricted… more
- JPMorgan Chase (Palo Alto, CA)
- …5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...of estates and trusts is also useful but not required . Knowledge of issues relating to securities-based compensation (restricted… more
- Bank of America (San Jose, CA)
- …Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one ... Wealth Planner (FP) San Jose, California **To proceed with...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- TIAA (Los Angeles, CA)
- …Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Magellan Health Services (El Segundo, CA)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner -… more
- Magellan Health Services (Port Hueneme, CA)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner -… more
- Bank of America (Glendale, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor- Wilson-Glendale Financial Center...Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to… more
- Bank of America (Hemet, CA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Southern Inland Empire Hemet,...Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to… more
- Edward Jones (Berkeley, CA)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working...and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment… more
- Bank of America (Carmel, CA)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in… more
- Bank of America (San Francisco, CA)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Accounting ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Equitable (San Francisco, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Columbia Bank (Los Angeles, CA)
- …AIF, required . + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + May be asked… more
- Charles Schwab (Indian Wells, CA)
- … required (may be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years ... of experience in the financial services industry ( required ) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking… more
