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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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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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Ameriprise Financial - US - FL - Plantation
To be an associate financial advisor, you will need to already have or be willing to study for and pass exams for federal and state licenses and registrations for securities - including:
• Series 7
...
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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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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