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EOE Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7 Powered by JazzHR.
Part-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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CFS (Member / ) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. Certified Financial Planner (CFP) designation.
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Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.
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Strong financial planning literacy and 3-5 years of experience in a client-facing financial advisory role at a broker dealer or RIA. CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred.
$88,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our relationship with Cetera Advisor Networks LLC, allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company and broker dealer firm.
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We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. We are looking for a Senior CERTIFIED FINANCIAL PLANNER™ Professional to walk alongside our clients, building relationships, and providing experience driven advice.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.) As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.
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In 1968, the company formed a broker-dealer affiliate, Equity Services, Inc. Eight years later, National Life acquired Sentinel Advisors, which now serves as the manager of National Life's investment portfolio that backs its insurance assets.
$150,000 - $250,000ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country. Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shoreline WA area.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Software experience:Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.
$92,080 - $138,120 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Top 10 independent broker-dealer. Our Scripps Ranch firm is growing and we are hiring a team of Financial Advisors. · Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success.
$75,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Possess a minimum of two years of professional work experience as a Financial Planner or Broker/Dealer. This technical and professional position is responsible for selling LPL Financial approved planning products (e.g., mutual funds, stocks, bonds, annuities, life insurance, etc.
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Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7, Series 6.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Years as an RIA Representative, Financial Planner or Registered Representative of a full-service broker dealer. We are an innovative and fast-paced Registered Investment Adviser (RIA) firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors.
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