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Engage legal support regularly to discuss and debate agreement language, FINRA rule interpretation, legal concepts related to succession planning, acting as advocate for financial advisors.
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Life, Health & Accident Insurance + FINRA education FREE to become a full-service Financial Planner within circa 12 months of joining (if you complete the licensing requirements) Discover how CWP’s fast-track Planning Associate program can help you become an in-demand Financial Services professional in a matter of months (not years.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Securities and Investment Advisor services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Virginia Asset Management is independently owned and operated. A professional designation reimbursement program is provided for multiple designations, such as the Accredited Investment Fiduciary (AIF®) and the Certified Financial Planner (CFP.
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Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus.
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Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. · Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.
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If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! · Sell financial products and services including life insurance, annuities and investment options.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Planner (CFP) designation. With our 5,000 financial professionals in the US and Puerto Rico, Equitable is positioned with the strength and resources to help talented people reach their potential.
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Keywords: Series 7, Sales Manager, Insurance Agent, Insurance Sales, Sales, Account Manager, Account Executive, Inside Sales, Outside Sales, Sales Representative, Business Development, Retirement, Financial Advisor.
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CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Our relationship with Securian Financial Services, Inc. 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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With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.
$55,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative.
$82,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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