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Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals.
$140,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions.
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Recommend to the SVP CFP the purchase of goods and equipment. Coordinate proper training of maintenance personnel on gas pipeline safety and preventive maintenance programs to ensure operators qualification and certifications are current to perform Patrol and Repair technicians’ duties and responsibilities.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Crown Family Philanthropies (CFP or the Foundation) seeks a Program Officer, Postsecondary Success as part of its Chi-Rise team. Crown Family Philanthropies (“CFP” or the “Foundation”) is the philanthropic division of Henry Crown and Company and supports the Crown Family’s philanthropic and grantmaking endeavors.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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MBA, JD, CFP®, CPA or ChFC, a plus. Keywords:Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisors.
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Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP) Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, CRSP.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor’s degree preferred.
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With a rich history dating back to 1879, Bankers Life has grown from our founders simple wish to make insurance affordable. The Bankers Life Team comes from a variety of backgrounds including, but no limited to, sales, athletics, military, client services, or client-facing roles.
$41,000 - $62,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Distribute CFP calendars and other miscellaneous duties. Order flowers or wind chimes per our bereavement policy. Administer Leave of Absence forms to employees in the event the HR Manager is unavailable.
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The Financial Planning Resident will bring direct value to our clients over a three-year, multi-rotational training program designed to both (1) equip you to become a highly competent CFP® Professional and (2) parcel the value you bring to clients of Cairn Financial Group.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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Equitable is currently seeking someone to join our team as an Entry Level - Wealth Management VP professional to fast track their career into Management within 24 months. If you do not have the following, you will be required to attain them under the sponsorship of Equitable Advisors: state life and health licenses, FINRA Series 7 and 63/66 registrations.
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Strong credentials including CFA, CFP, CPA, JD, and MBA preferred. Judson Group has been retained by a respected wealth management firm with over $25B AUM in the search for a Managing Director – Wealth Advisor to manage existing and new HNW/UHNW client relationships.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
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Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Full-timeExpandApply NowActive JobUpdated 2 days ago
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