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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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SUPERVISORY RESPONSIBILITIES:Responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishmentsMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:Bachelor’s degree required.
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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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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
$85,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.
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CFP (Certified Financial Planning) designation preferred. Comprehensive industry and investment management knowledge. At least 5 years of successful sales experience in the financial services industry.
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Professional certification such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be preferred. As the Director of Research for Lifetime Financial Advice, you will help lead our research around lifetime investment & consumption models by applying your skills in econometrics, utility theory and mathematical optimization.
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Pure’s financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience.
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A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred. Providing updates on what the Financial Advisors own and discussing best investment strategies and business management ideas.
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Partnering with Financial Consultants and Branch Managers to build strong relationships. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients.
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CERTIFICATIONS:N/A - Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER (CFP) designation. PRIMARY FUNCTION The Family Wealth Analyst will participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.
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Coordinate and elaborate cost controlling (logistics/industrial) internal reporting, assist the Controlling Manager with the financial planning, budgeting, and investment activities of organization.
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Attained or pursuing Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Investment Management Analyst (CIMA) credentials. Minimum Experience : 2 years in a trust, financial planning or investment-related position.
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