- UpvoteDownvoteShare Job
- Suggest Revision
Certified Financial Planner and/or Chartered Financial Analyst designation highly preferred, additional financial planning, retirement planning or investment-related designations (RMA, CIMA, etc.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
RemoteExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Certified Financial Planner (CFP) or Certified Financial Analyst (CFA). · Review investment products currently held in clients’ accounts, reallocate to the appropriate model to assist clients meet their financial objectives.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be good fits.
ExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Pures 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.
$125,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Series 65 registration or attainment within 90 days of employment (acceptable exam exemptions include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Chartered Investment Counselor (CIC), or Chartered Financial Consultant (ChFC) designations.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
ExpandUpdated 12 days ago - UpvoteDownvoteShare Job
- Suggest Revision
He is also a Certified Investment Management Analyst and holds the CERTIFIED FINANCIAL PLANNER certification. Certified Financial Planner Board Standards Inc. owns the certification marks CFP.
ExpandUpdated 12 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFP), CPA, or Juris Doctorate Degree. Mastery of financial planning, investment strategies, tax planning, and estate planning.
Full-timeExpandApply NowActive JobUpdated 1 month ago
financial planner investment analyst jobs
FEATURED BLOG POSTS
16 Tech Jobs You can Get Without a College Degree
You might think that if you don’t have a computer science, information technology, or related degree, then there’s absolutely no way you can break into the technology field and score a high-paying tech job. But this is a misconception. There are actually tons of tech jobs out there that don’t require a college degree. Instead, employers are more interested in the skills that you can offer. So, read on to learn more about how to land tech jobs without a degree.
What Are SMART Goals?
When it comes to achieving our goals, there’s a lot of noise to work through. A study by the University of Scranton has found that only 8% of people who set New Year’s resolutions actually achieve them. Our busy lives might be one reason for this. Another, even more important reason, is our approach to goal setting. Being too vague, too ambitious or simply unclear on the timeframe can set us up for failure.
How Long Do Background Checks Take for Pre-Employment
Many jobs require a background check. For some companies, this is a matter of company policy. In other jobs, such as finance, childcare, and security, the government often requires background checks. While there are varying levels of intensity, for most people, a background check is nothing to worry about. In fact, the biggest question is often how long does a background check take? Here’s what job seekers and applicants need to know about background checks before they apply to new jobs.
The Best Remote Jobs: Where & How to Find Them
The Covid-19 pandemic hasn’t been easy on any of us, but if there’s one silver lining, it’s the fact that remote work has grown in popularity because of it. Companies that previously weren’t open to their employees working remotely were suddenly forced into allowing it. Since then, they've realized that much of their workforce is happier and more productive. Naturally, this has led to more remote job openings, which is great if you’re interested in this type of position. Read on to learn more about the best remote jobs and where to find them.
In-House vs Outsourcing Recruiting: Which is Better?
When looking at in-house vs outsourcing recruiting, it is important to nail down the benefits for each and whether those benefits outweigh the risks that follow.
How to Write a Short Bio
First impressions can be tricky. When meeting someone in person, it’s likely you have an elevator speech. These short, practiced introductions can help you share more about who you are, what you do for work and other facts about you. While this works well in a live, in-person context, there are many cases where professionals “meet” someone via written form - like social media, a resume, or published work. In these cases, your bio works as your first impression. So, here’s a step-by-step guide on how to write a short bio.
How to Effectively Recruit Employees
Today, hiring and retaining talent looks much different than it did only two or three years ago. Financial instability and the strain on our mental health brought on by the pandemic has made everyone more wary and selective of their workplace and employer. Whereas in the past people might have prioritized promotions and financial reward, today they look at other factors such as workplace flexibility, personal fulfillment and values alignment.