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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.
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Certified Financial Planner (CFP) Designation. Deep knowledge of brokerage, mutual fund, RIA business and financial planning. 1) Support Financial Consultants in their partnership with High-Net-Worth (HNW) assigned clients.
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The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company.
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC). We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
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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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Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ( CRPC ). FSA ) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. For more information, please visit EdelmanFinancialEngines.com. © 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor.
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Certification or license in the financial industry (e.g., Certified Financial Planner, Series 7, etc.) We guide our clients through a step-by-step process, providing them with the knowledge and confidence to make informed financial decisions.
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During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs. Merrill Financial Solutions Advisor - Greater Kansas City Market.
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This is a full-time hybrid role for a Financial Advisor at Summit Pointe Financial. The Financial Advisor will be responsible for providing comprehensive financial planning services, including retirement planning, investment advice, and financial advisory.
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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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Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.
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Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. preferred. Chartered Financial Analyst - CFA - CFA Institute preferred. A successful Wealth Advisor is able leverage their experience in planning and investments with the resources of HTLF Wealth Management team to improve the financial lives of their clients.
$124,419 - $161,744 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client’s objectives.
$69,230 - $179,300 a yearFull-timeExpandUpdated 6 days ago
financial planner jobs in Kansas City, MO
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