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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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Attainment of one or more of the following:Chartered Financial Analyst (CFA)Chartered Alternative Investment Analyst (CAIA)Certified Public Accountant (CPA)Real Estate Broker licenseCertified Employee Benefit Specialist (CEBS)Certified Financial Planner (CFP.
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Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
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The Trust Advisor/Wealth Planner is responsible for overseeing Huntington Private Bank’s financial planning experience to high-net-worth clients within the $1m to $10m segment. The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high-net-worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.
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Candidates must have a four-year degree and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm.
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
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Personal Financial Counselor - Air National Guard, Scotia, NY. This position will provide personal financial services at assigned military installations. Provides personal financial counseling and management services directly to service members and their families.
Starting at $53,125 a yearExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Understanding financial measurements and applying retail math to identify business drivers. Assisting planner in preparation for OTB and Buy meetings. Navy Yard, Philadelphia, PA. Urban Outfitters, Inc. celebrates diversity and is committed to creating an inclusive environment for all employees.
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Obtain your Certified Financial Planner (CFP) designation, the standard of excellence in financial planning, as part of our tuition reimbursement program. complete your corporate stock benefit consultant designation & build expertise in equity compensation to help participants get the most out of there awards and make more informed financial decisions.
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As a General Agency of MassMutual, a Fortune 100 company, we are backed by a mutually owned company that has helped people, gain their financial independence, prepare for their future, and make an impact for their communities since 1851.
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Interest in attaining Certified Financial Planner (CFP) designation or equivalent. Provide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.
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Personal Financial Counselor - Army National Guard, Charleston, WV. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
Starting at $53,125 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago
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