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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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Sandy Spring Bank - US - MD - Burtonsville
Position Requirements
This position requires a minimum of 3 years experience with a successful track record as a Financial Advisor. Position requires a FINRA Series 7 and 66 or equivalent, and Mar...
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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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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Carleton and Associates - US - OK - Tulsa
2+ years of similar experience
Already have federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Step...
May-17-2012
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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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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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