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CFP or CRC preferred. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. CFP or CRC preferred. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC.
$53,125 - $84,995 a yearPart-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC). Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Our Private Client Financial Advisors are adept at growing existing relationships, using partnership referrals, and conducting new business development. Familiarity with consumer lending and banking solutions.
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Certified Financial Planner (CFP) or similar designation a plus. or CPA, Estate Planning, Commercial Banking, Financial Wholesaler, Trust Officer, etc.) The combination of the Series 65 & 63 licenses is also permitted, in place of the Series 66.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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CFP or ChFC; Life and Health licensed; Series 65 preferred. CFP or ChFC; Life and Health licensed; Series 65 preferred. Provide holistic financial planning advice and guidance (Including investment, insurance, annuities, taxes, healthcare, estate planning, debt management, retirement and other key financial decisions.
$80,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Willingness to pursue a CFP and/or CFA designation is a plus. Ability to work in a team environment as a role player and leader. Willingness to pursue a CFP and/or CFA designation is a plus. Ability to obtain Series 65 within 6 months.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities.
Full-timeExpandApply NowActive JobUpdated 26 days ago - UpvoteDownvoteShare Job
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Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. Series 7 and 66 (65 and 63), Life Accident & Health licenses.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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CFP or ChFC; Life and Health Licensed; Series 65. CFP or ChFC; Life and Health Licensed; Series 65. A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other.
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Juris Doctorate (JD), Master of Laws ( in taxation), CFP, or CPA highly desirable. Juris Doctorate (JD), Master of Laws ( in taxation), CFP, or CPA highly desirable. 5 – 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm.
$90,300 - $164,700ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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MBA, JD, CFP, CPA or ChFC, a plus. MBA, JD, CFP, CPA or ChFC, a plus. If you do not have them, you will be required to attain state life and health licenses, FINRA Series 7 and 63 registrations.
ExpandApply NowActive JobUpdated 8 days ago
cfp job in Jenkintown, PA
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