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Veritat Advisors - ,
Or willingness to obtain), Series 66, Series 7/63. Additional certification (CFP, CPA, J.D., several others) preferred. At least 2 years of industry experience... ...
From Veritat Advisors - March 2, 2012
City National Bank - San Francisco, CA
Communication skills. • Strong presentation and documentation skills. • CFP designation highly preferred. *Represents basic qualifications for the position... ...
From City National Bank - April 24, 2012
Sovereign Bank - ,
Achievement while maintaining high ethical standards. Degrees such as an MBA, CFP, CHLU or CHFC preferred. Ability to effectively communicate and coach while... ...
From Sovereign Bank - March 15, 2012
Charles Schwab - ,
Also have the following preferred qualifications: Bachelor’s degree or higher CFP POSITION LOCATIONS: We are recruiting for this position in several markets... ...
From Charles Schwab - February 1, 2012
Litman Gregory Asset Management - San Francisco, CA
Planning issues College degree plus ideally have earned an MBA, CFA®, CFP® or CPA Required experience: 5+ years Minimum required education: Bachelor's Degree... ...
From Doostang - May 20, 2012
Merrill Lynch - Oakland, CA
PMD Curriculum that includes CFP course work, wealth... Analyst (CFA) - Certified Financial Planner (CFP) In return for your talent, Bank of America offers... ...
From Brokerhunter.com - May 18, 2012
Merrill Lynch - San Francisco, CA
PMD Curriculum that includes CFP course work, wealth... Analyst (CFA) - Certified Financial Planner (CFP) In return for your talent, Bank of America offers... ...
From Brokerhunter.com - May 10, 2012
CyberCoders - Oakland, CA
Investment Advisor - RIA - CFP - Series 7 63 Financial Advisor - Investment Advisor - RIA - Financial Planner - Series 7 - Series 63 - CFP - Skills Required... ...
From FINS.com - May 15, 2012
Symetra - ,
Series 26 or24 (may be required after hire) Advanced designations (CFA®, CFP®, CIMA a plus) Strong track record of sales results (top 10% of peer group... ...
From Symetra - May 10, 2012
Charles Schwab Corporation - Mill Valley, CA
Have the following preferred qualifications: * Bachelor’s degree or higher * CFP POSITION LOCATIONS: We are recruiting for this position in several markets... ...
From JobDiagnosis.com - May 16, 2012
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