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Certified Financial Planner (CFP) designation or intention to pursue the designation. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning and investment management services to clients.
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Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care.
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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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Interest in pursuing the CERTIFIED FINANCIAL PLANNER (CFP) credential in the future. Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor.
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
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In progress towards becoming a Certified Public Accountant, Chartered Financial Analyst, Financial Management Association, Certified Financial Planner or other | Preferred. Demonstrated experience in financial services and decisions, including revenue, forecasting earnings, budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.
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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. Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals.
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Certified Financial Planner designation or in the process of acquiring. Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates.
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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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We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals.
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Certified Financial Planner and/or Chartered Financial Analyst designation highly preferred, additional financial planning, retirement planning or investment-related designations (RMA, CIMA, etc.
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Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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