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An active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) is required. Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame.
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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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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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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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We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Formerly known as the Department of Housing and Community Development (DHCD), EOHLC works with municipalities, local housing authorities, non-profit organizations, and development partners to provide affordable housing options, financial assistance, and other support to Massachusetts communities.
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NFM’s Category Analyst maintains and analyzes the category planning and buying processes and data, as well as provides administrative support to the Category Financial Planner, Buyer and Divisional Merchandise Planning Manager.
$41,251 - $51,152 a yearFull-timeExpandUpdated 17 days ago - UpvoteDownvoteShare Job
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Certified Financial Planner / CFP. No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial 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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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. We assist companies and non-profit organizations in delivering benefits to their employees. We welcome those with experience in jobs such as Field Client Relationship Manager, Accountant, and Payroll Specialist and others in the Accounting and Finance to apply.
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403(b) with a generous company match, access to a personal financial planner, and both legal and life insurance. Someone who has graduated from a Master's program and is pursuing licensure as an Associate Clinical Social Worker (ACSW), Associate Marriage and Family Therapist (AMFT) or Associate Clinical Counselor (APCC.
$67,000 - $76,666 a yearFull-timeExpandUpdated 17 days ago - UpvoteDownvoteShare Job
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Specific requirements include: Bachelor’s or Master’s in Accountancy, Finance, or related degree Certification as a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Or Certified Financial Planner (CFP) is preferred.
$85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele.
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We welcome those with experience in jobs such as Field Client Relationship Manager, Accounts Payable Clerk, and Accounts Receivable Clerk and others in the Accounting and Finance to apply. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA.
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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
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