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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required.
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Basic brokerage licenses (Series 7, 66). Certified Financial Planner (CFP) or similar license required. Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners.
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FINRA Series 6 or 7 and 63 (if applicable) licenses. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
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As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required.
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Financial specialists can share space with an Allstate agency owner and obtain leads from them. Would you like to own a meaningful financial services practice under the Allstate brand? At least 2 years of life insurance or financial services customer facing sales experience.
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Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate.
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Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed.
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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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Certified Financial Planner ( CFP ® ) designation preferred. Licenses and Registrations: FINRA Series 7, 63/65 (or 66) and Life, Accident and Health Insurance licenses. As part of our relationship with Dedham Savings Bank, Sorrento Pacific Financial, LLC (SPF) is seeking a Financial Advisor to grow the investment program and provide investment and retirement planning services for its members in Dedham, MA, and the surrounding area.
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Valid FINRA Series 7 & 63/66 preferred but not required. Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
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He holds his FINRA Series 6, 63, 7, 9 and 10 as well as the CPA, CFP, CLU, ChFC, and CASL designations. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.
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Job Title: Personal Financial Representative. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred.
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CFP, Series 7 and 66 (63/65) – must be current. We are looking for a Senior CERTIFIED FINANCIAL PLANNER Professional to walk alongside our clients, building relationships, and providing experience driven advice.
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2018 Allstate Insurance Company, Northbrook, IL. We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. Scale your existing practice with proven support, flexibility and access to new customers.
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Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
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