- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Financial Planner to join our team. The Financial Planner ... relevant experience in financial services is required + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation or a strong commitment to obtaining this… more
- Magellan Health Services (Horsham, PA)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Bank of America (Philadelphia, PA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Consumer Investments - Greater...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Camp Hill, PA)
- …and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial ... Merrill Team Financial Advisor Camp Hill, Pennsylvania;Columbia, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive… more
- Bank of America (York, PA)
- …in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Eastern Pennsylvania Market Allentown,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Conshohocken, PA)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Suburban Philadelphia Market Wayne,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Edward Jones (Wilkes-Barre, PA)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Equitable (Philadelphia, PA)
- …licensing required for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to ... Financial Professional - Retirement Benefits Group - PA,...**Description** Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to… more
- Equitable (Bala Cynwyd, PA)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... Entry Level - Financial Advisor - PA, Erie (2457) ( PIN\_15541...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Atria Wealth Solutions (Philadelphia, PA)
- …Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high ... future? + Do you possess a broad knowledge of financial products and services? + Would you like to...on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union is… more
- Bank of America (Pittsburgh, PA)
- …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,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- M&T Bank (Williamsport, PA)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Deloitte (Philadelphia, PA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Minor or coursework in management information systems ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- M&T Bank (Radnor, PA)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- M&T Bank (State College, PA)
- … Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more