Minimum of Bacherlor's Degree in Financial Planning or a related field. Must have critical thinking skills, able to prepare excel spreadsheets, doing research and using basic software found in a fina... May-14-2012
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The successful candidate will possess a minimum of 1-2 years experience in accounting, finance, investments, or related field; a Bachelors Degree from an accredited university (preferably in Finance, ... May-14-2012
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The candidate should have excellent communication, computer, and self starting qualities. The ability to complete tasks on time and with high accuracy. Assistant to the principal planner of the firm h... May-13-2012
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CFP Board registered financial planning program student/graduate
Pass CFP® Certification examination within 12 months after joining firm
FINRA Series 7 and 66 securities registration attainme... May-11-2012
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The Objective and Opportunity
A flexible 8-week part time program designed specifically to provide Certified Financial Planner™ candidates a “practical experience track” and help build a network of... May-11-2012
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MS Office, financial planning courses and experience The Financial Planner will work in the Financial Planning Department and help to create Financial Plans for advisors and their clients. You will ... May-11-2012
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Knowledge, Experience and Learning Expectations
* High focus on self-discipline, organization and adherence to established processes and systems
* Ideal candidates will be well-spoken, confident... May-10-2012
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Minimum Requirements
Bachelors Degree or 6 years experience providing investment and life insurance solutions to high net-worth customers by recommending investment and life products such as managed... May-09-2012
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Minimum Requirements
High school diploma (or equivalent).
1+ years experience providing investment solutions to customers by recommending investment products such as managed money, mutual funds, ... May-09-2012
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Minimum Requirements
Bachelors Degree or 6 years experience providing investment and life solutions.
2+ years experience (maintenence of below FINRA licenses) recommending investment and life pr... May-09-2012
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Qualifications:
• A minimum of ten years business experience in financial services
• CERTIFIED FINANCIAL PLANNER™ Designation, or actively pursuing CFP® Designation
• Superb written commu... May-08-2012
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Key attributes and skills of the successful candidate are:
Bachelor’s degree. Proof of good standing with the CFP® Board and able to use the CFP® mark. 3 to 5 years experience required. Strong inter... May-07-2012
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