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Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired. What You'll DoThis role leads and consults with financial professionals and their Managing Directors throughout the territory to attract and develop new and top-tier talent to our team to get results.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). 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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Certified Financial Planner (CFP) We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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CFP (Certified Financial Planner) designation. Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients in or near retirement. Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans.
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Oversee indirect maintenance activities such as facilitating direct work execution and include work identification, cost estimating and tracking, purchasing and materials management, planning and scheduling, task tracking and monitoring, and maintaining facility, equipment, and financial histories.
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3+ years’ experience with Back Office Operations working for either a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner. SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Boutique Recruiting has partnered with a leading financial services firm in Texas to find a dedicated Certified Financial Planner! In the role, you'll be responsible for providing top-notch financial services to clients and managing those relationships.
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8+ years’ experience in federal tax compliance, tax planning, tax analysis, and tax researchOne of the following accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Certified Financial Accountant (CFA)Certified Financial Planner (CFP)Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Perform roadmap scenario modeling, financial modeling, and market analysis for the recommended HW platform factoring in performance, features, cost, and time-to-market tradeoffs. As a Principal Hardware Strategic Planner, you will drive engagement with technology providers, understand their product portfolio and roadmap, work with internal partners and strategize how 1st and 3rd party technology solutions intercept Azure’s hardware infrastructure roadmap.
$133,600 - $256,800 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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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.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
Starting at $45,655 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor.
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