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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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REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSNASD Series 7- currently maintain or must pass within 90 daysNASD Series 66- currently maintain or must pass within 90 daysPREFERRED CERTIFICATES, LICENSES, REGISTRATIONSCertified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field.
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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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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 level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions.
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CFP (Certified Financial Planner Professional) or CFA (Chartered Financial Analyst). As a Wealth Planner, you will be responsible for providing exceptional client relationship management, ensuring client retention, and delivering comprehensive financial planning and investment advice.
$70,000 - $108,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Chartered Financial Analyst (CFA), Certified Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), or Certified Internal Auditor (CIA) designation.
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Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank.
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Successful completion of securities examinations: Series 7, Series 63, or Series 65; Securities Industry Essentials Exam (SIE), or professional designation as a Certified Financial Planner, Chartered Financial Analyst, Chartered Investment Counselor, Certified Investment Analyst, Personal Financial Consultant, or holds or has held a license or registration as a Mortgage Loan Originator.
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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.
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Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame.
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Series 65 or 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.
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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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Progressive experience in accounting and financial management practices within an investment/pension organization. Strong understanding of investment principles, financial markets, and regulatory compliance.
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The ideal candidate will embody a personality that is entrepreneurial yet very analytical and a critical thinker, strategic planner, works well under pressure, excellent communicator, great with numbers and detailed financial modeling.
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