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Certified Financial Planner or other personal financial planning designations desirable. Knowledge of eMoney or MoneyGuides financial planning tools. Free financial counseling, health coaching and employee assistance program.
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Certified Financial Planner (CFP) or similar designation a plus. or CPA, Estate Planning, Commercial Banking, Financial Wholesaler, Trust Officer, etc.) Licensing & Certifications - All Baird Financial Advisors are required to have the SIE, Series 7 & Series 66 licenses as well as Life & Health Insurance certifications.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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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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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). 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.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Assists in managing essential client services, financial planning, and investment management functions for clients. This position is responsible in assisting in the development of financial strategies, investment allocation recommendations and implementation of financial plans.
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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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Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures. Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals.
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CFP (Certified Financial Planner) certification, Master of Business Administration (MBA) considered. A Senior Tax and Estate Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning.
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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.
RemoteExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.
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