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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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HOW YOU’LL MAKE AN IMPACT: We have a Senior Planner opportunity on our Carter’s Wholesale team supporting the Target account. 6+ years of experience in planning principles, financial budgeting, retail and wholesale fundamentals, ad hoc reporting and analysis.
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Preferred designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA). Collaborate with sales management to provide valuable feedback and insights on industry trends and market demands, enabling us to better serve our Financial Advisor clients.
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Daily Pay-NEW-manage finances with a convenient way to get paid for your work every day, financial flexibility and peace of mind. A skilled planner - you are adept at finding the best route moving forward while encouraging others to keep their eyes on the positive.
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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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If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
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Equivalent experience in addition to a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation is preferred.
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You will communicate with our Financial Planning team, Investment Counselors and Tax Managers. Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the teams client service model. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities.
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FINANCIAL DISCLOSURE AGREEMENT: Yes - The Ethics in Government Act of 1978 requires the applicant selected for this position to submit a Confidential Financial Disclosure Report (OGE Form 450) within 30 days of appointment and annually thereafter.
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A national certification as an Accredited Financial Counselor (AFC®), Chartered Financial Consultant (ChFC®), or Certified Financial Planner (CFP®). As a member of the contract management team, the Operations Manager F&T is responsible for management of Financial Counseling and Tax Consulting services and directly leads the Operations Supervisor team.
$113,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams.
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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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Chartered Financial Planner, Chartered Life Underwriter or other relevant designation such as LUTC is preferred. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability.
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