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Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC) designation, or equivalent desired. Directly seek prospects and actively sell investment brokerage services in the assigned market area.
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QualificationsEducation/Training: B.S. or B.A. degree with a major in Business, Economics, Finance or Accounting preferred; Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions.
$64,000 - $108,804 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Experience : Minimum five (5)+ years of related manufacturing experience with at least (3) in a related planner/scheduler/analyst position. Consolidated Precision Products (CPP) Eastlake is an investment casting foundry that specializes in complex aerospace & gas turbine components.
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Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
ExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients.
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Strongly prefer candidates with their Life & Health license, their Series 6, 63, and/or 7 (or ability to obtain within 30-60 days) as well as individuals with their Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
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Advanced level of technical knowledge, as evidenced by the completion of Chartered Financial Analyst, Certified Financial Planner, Certified Financial Advisor, or related accreditation in order to obtain and analyze financial information in order to forecast business, industry and economic trends as a basis for making investment decisions.
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Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those designations.
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Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is preferred. This is a full-time on-site role for a Senior Financial Advisor located in Colorado Springs, CO. The Advisor will be responsible for growing their own book of business and providing support to current clients, developing and implementing comprehensive financial plans, monitoring and assessing market trends, and providing ongoing investment recommendations.
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A Master’s degree or professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be a plus. The ideal candidate will have a strong background in financial planning, investment management, and client relationship management.
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