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.

Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests.

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs. In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We are seeking a highly skilled Buyer/Planner to join our team, reporting directly to the Purchasing Manager. Experience with ERP-based financial systems (Infor XA or Microsoft Dynamics 365 is a plus.

Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.

Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Chartered Financial Analyst (CFA) COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.

Seven Springs Wealth Group is seeking an Associate Financial Planner to join our growing and talented team. The planner should also be comfortable integrating technology into their practice.

Our client, located in Brentwood, TN. is looking to add a direct hire, Financial Planner to their team. 3-5 years of prior industry experience as a financial planner or as a registered associate in sales support.

Develop deep financial understanding of telematics benefits with Nissan PDs, Engineering and other executives, to help Nissan meet/exceed industry benchmarks. The Senior Vehicle Connected Services (VCS) Business Development Planner will be responsible for delivering on connected vehicle business opportunities for a business vertical.

And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. 2+ years of experience in the insurance and or financial services industry.

Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA) Technical Training in financial and economic markets.

Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ One financial advisor and one branch office administrator entirely focused on building client relationships.

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other.

The Merchandise Planner will be responsible for developing and executing merchandise strategies that align with our sales goals and inventory management practices. · Must have 2+ years of experience in retail merchandise planning, demand forecasting, inventory management, allocation, financial planning, or a similar role.