Typical Experience:
Minimum:
- Bachelor’s Degree
- Minimum 4 years experience in financial planning or similar experience.
Preferred Minimum:
- Significant progress towards or attainment of d... Feb-08-2012
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Qualifications
Education and Training:
Prefer Ph. D degree in financial planning, finance, accounting, investments, or equivalent experience. Masters degree is a minimum.
CPA desireable
Must b... Feb-08-2012
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Minimum Requirements:
Bachelor's degree.
8 years financial services industry experience, inclusive of at least three years experience providing financial advice for each of the following topics: ... Feb-07-2012
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Minimum Requirements
Bachelor's degree (or equivalent work experience).
4+ years relevant financial services experience.
Broad knowledge of financial products and solutions for affluent marke... Feb-07-2012
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Minimum Requirements
Bachelor's degree (or equivalent work experience).
4+ years relevant financial services experience.
Broad knowledge of financial products and solutions for affluent marke... Feb-07-2012
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- email
- more
Requirements:
• Exemplary quantitative skills with technical proficiency in developing customized financial plans;
• Goal oriented with a track record of success;
• Excellent communications w... Feb-03-2012
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Requirements: Bachelors degree, 7+ years investment experience and 10+ years professional experience. Strong client focus, proven ability to think in terms of client experience and perspective. Must b... Feb-03-2012
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The successful candidate will have a college degree, FINRA Series 7, 66 and insurance licenses, 1-3 years experience in financial services and experience with financial services software packages.
... Feb-02-2012
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Communication skills in face to face and telephone are essential. Also, written communication skills are needed. College Degree, Georgia Life Insurance licenses and FINRA Series 7 Registration requir... Feb-02-2012
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--3+ years financial planning & investment experience preferred
--CFP® or equivalent
--Familiarity with current industry software programs
--Excellent time & project manager
--Exceptional commun... Feb-02-2012
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College, 1-3 yrs applicable experience Financial Planning firm in Fairfax VA is seeking an Investment Specialist to help organize and implement an investments research department. The ideal candidate... Feb-02-2012
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