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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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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. 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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Analyze clients' finances, identify issues and opportunities, and evaluate alternative courses of action Develop and present comprehensive financial plans that include investment strategies, tax planning, asset allocation, risk management, retirement planning, estate planning strategies, and other components Implement financial plans by recommending specific investment vehicles, insurance policies, etc.
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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.
$45,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Financial Planner™ designation completed or in progress. Assist with firm’s efforts to improve financial planning, investment advising and client service processes.
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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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Chartered Property Casualty Underwriter (CPCU) designation, Associate in Risk Management (ARM) designation, Certified Financial Planner (CFP) certification, Customer Relationship Management (CRM) certification, or related industry credentials.
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A Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified investment Management Analyst (CIMA) designation is preferred. Providing updates on what the Financial Advisors own and discussing best investment strategies and business management ideas.
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Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. charges, and expenses of an investment company should be carefully considered before investing.
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We are seeking a Junior Financial Planner to join our team in Minneapolis, MN. As a Junior Financial Planner, you will work closely with senior financial advisors to assist clients in achieving their financial goals and provide comprehensive financial planning services.
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