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Trusted Advisor - US - NM - Albuquerque
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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Trellis Advisors, LLC - US - WA
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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Strategic Asset Management, Inc. - US - MO - St. Louis
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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Confidential - US - TN - Brentwood
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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Winslow, Evans & Crocker, Inc. - US - MA - Boston
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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Global Financial Private Capital, LLC - US - FL - Sarasota
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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Trinity Financial Partners - US - CA - Ontario
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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USAA - US - TX - Addison
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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USAA - US - TX - Addison
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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USAA - US - TX - Addison
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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Ginsburg Financial Advisors - US - CA - Oakland
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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Modera Wealth Management, LLC - US - MA - Boston
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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