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> Education
> 4 Year Degree
Spruce Hill Capital, LLC - US - CT - Guilford
BS/BA in Finance, Economics, or Business Administration or related field.
Experience working in an RIA firm or financial service sector as must. Proficient in Outlook, Word, PowerPoint, MS Excel, an...
May-22-2012
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Carson Wealth Management - US - NE - Omaha
Educational and Experience Requirements:
• Bachelor’s degree in business administration, accounting, finance or similar field of study.
• Minimum of three years of financial planning or public...
May-21-2012
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PEACE Wealth Management, Inc. - US - FL - Seminole
Excellent written and verbal communication skills
Basic understanding of the financial planning process
Attention to detail
Comfort interacting with high net worth clients, attorneys and CPAs
Comp...
May-20-2012
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Patterson Partners - BMU - Nationwide
CFP required; CPA/EA an asset; CDFA an asset
Bachelor’s degree in finance, accounting or other business related field is required together with a minimum 5 years of relevant industry experience. Dire...
May-18-2012
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First Foundation Advisors - US - CA - Pasadena
5+ years related experience in the financial industry. Bachelor’s degree or equivalent related experience. Excellent organizational, interpersonal and verbal/written communication skills. Strong abi...
May-17-2012
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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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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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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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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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