• Personal Financial Counselor

    Magellan Health Services (Louisville, KY)
    …or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - National Guard, Louisville, KY Grade 23 Work ... This position will provide personal financial services at assigned military...investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial more
    Magellan Health Services (08/29/24)
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  • Merrill Financial Solutions Advisor…

    Bank of America (Louisville, KY)
    …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Louisville & Associates Market...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more
    Bank of America (08/02/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (Louisville, KY)
    …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...help clients pursue the life they envision through a personal relationship with their advisory team committed to their… more
    Bank of America (09/12/24)
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  • Premier Banker II

    Truist (Louisville, KY)
    …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
    Truist (07/14/24)
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