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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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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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
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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• Bachelor’s degree required. (Finance, Business, Economics or Accounting preferred)
• CFP designation preferred.
• Completion of Securities and Insurance examinations a plus.
• CFA or CPA designat... May-03-2012
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Candidates must have a clean compliance record, the Series 7, 63 and 65 or 66 Registrations and insurance licenses, and ideally a CFP® professional designation. What We Are Looking For:
If you are ... May-02-2012
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QUALIFICATION/REQUIREMENTS
-Strong attention to detail and organization
-Effective and efficient time management as well as an excellent ability to multi-task
-Positive attitude and since... May-01-2012
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Qualifications:
1. Minimum 5 years experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships
... Apr-27-2012
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Qualifications:
•Bachelor’s Degree
•Preferred completed or near completion CFP Designation; or preferred CPA or near completion of CPA Designation
•Experience in a financial services or broke... Apr-27-2012
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