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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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O 5 - 8 years of experience as a financial planner providing advice on investment, tax, risk, education, and estate planning topics. If you have experience as a Financial Advisor and want to provide a high-quality experience for clients, we want to hear from you, so please get in touch today as we would like to meet the very best candidates immediately.
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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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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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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) Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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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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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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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales Fidelity’s working model.
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