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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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Certified Financial Planner (CFP) or Certified Financial Analyst (CFA), preferred. Documented expertise in developing and closing institutional business such as investment management, employee benefit, custody, endowments, foundations, captive insurance, cash management, etc.
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CFA (Chartered Financial Analyst) CFP (Certified Financial Planner) Client Engagement : Proactively connect with clients quarterly to review asset allocation and ensure alignment with long-term financial goals.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
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Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field. The role of the investment consultant is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.
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N/A - Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER (CFP) designation. 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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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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A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio Analyst. CFP (Certified Financial Planner) a plus. Support client proposal efforts and craft presentations to showcase investment strategies.
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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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Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, insurance or lending.
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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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Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred. Strong knowledge of financial planning and Investment management.
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Portfolio Reviews : Regularly engage with clients to review asset allocation and progress towards financial goals. Background in prominent investment firms. CHFC (Chartered Financial Consultant.
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