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Veritat Advisors - Orlando, FL
Who is also open to some coaching and mentoring
- Additional certification (CFP, CPA, JD, some others) preferred
Ideal for:
- Established independent advisors......
From JobHost - January 16, 2012
The Hartford - Lake Mary, FL
Recruiting, developing and coaching life sales professionals
Professionals Designation CFP, CLU, ChFC a plus
Strong presentation and seminar selling skills......
From The Hartford - February 6, 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 Indeed.com - February 2, 2012
Insurance Company - Orlando, FL
The associate is conducting business and receiving commissions.
* CLU, CMFC, CFP and/or CLF designation strongly preferred.
* College degree and/or equivalent......
From TheLadders.com - February 13, 2012
E*TRADE Financial - Orlando, FL
Degree or equivalent experience is required
* Professional designations a plus: CFP, CRPC
Additional Details
We offer a competitive and comprehensive benefits......
From JobDiagnosis.com - February 13, 2012
Fidelity Investments - Orlando, FL
Of financial services and sales experience
*
Bachelors degree preferred
*
CFP, CRA or CMFC a plus
Skills and Knowledge
* Series 7 & 63 required prior to hire......
From JobDiagnosis.com - February 23, 2012
Bank of America Corp. - Orlando, FL
Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course .
* Development......
From JobDiagnosis.com - February 20, 2012
Charles Schwab Corporation - Orlando, FL
Financial services industry working directly with clients highly preferred
* CFP or CFA highly preferred
* Superior relationship management and client retention......
From JobDiagnosis.com - January 27, 2012
SunTrust Banks - Orlando, FL
STI) Trust Administrator.
* Undergraduate degree in fiduciary administration.
* CTFA Certification or CFP.
* Experience working with trust financial software....
From FinancialJobBank.com - February 21, 2012
SunTrust - ,
Or possesses an advanced degree or certification (e.g. JD, MBA, CPA, CTFA or CFP).
Job
:
Wealth & Investment Management
Primary Location
:
United States......
From Indeed.com - February 22, 2012
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