Veritat Advisors - Chautauqua, NY
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
Clark & Company Wealth Management, LLC - Hamburg, NY
Performance-based incentives
Application Requirements:
• Bachelors degree
• CFP (or designation within two years of hire date)
• Series 7, 63, New York Life......
From JobHost - January 11, 2012
Fidelity - New York, NY
Net worth clients
- 7 + years of work experience
- Bachelors degree preferred
- CFP, CRA or CMFC a plus
Skills and Knowledge
- Series 7 & 63 required prior to......
From Fidelity Investments - February 23, 2012
Fidelity - New York, NY
Net worth clients
- 7 + years of work experience
- Bachelors degree preferred
- CFP, CRA or CMFC a plus
Skills and Knowledge
- Series 7 & 63 required prior to......
From Fidelity Investments - February 20, 2012
Fidelity - New York, NY
Net worth clients
- 7 + years of work experience
- Bachelors degree preferred
- CFP, CRA or CMFC a plus
Skills and Knowledge
- Series 7 & 63 required prior to......
From Fidelity Investments - December 19, 2011
Fidelity - New York, NY
Net worth clients
- 7 + years of work experience
- Bachelors degree preferred
- CFP, CRA or CMFC a plus
Skills and Knowledge
- Series 7 & 63 required prior to......
From Fidelity Investments - December 19, 2011
Vanguard - New York, NY
Degree. Advanced degree (MBA) and professional designations (i.e. CIMA, CFP, CMFC, CFA) preferred.
Minimum of 5 years sales experience with progressive career......
From Vanguard - December 15, 2011
The Hartford - Buffalo, NY
Successful life insurance sales experience required.
Professionals Designation CFP, CLU, ChFC a plus
Experience working with other financial professionals on......
From The Hartford - November 8, 2011
HK Financial Services - New York, NY
A college degree along with appropriate securities and insurance licenses.
A CFP® certificate would be a plus but not required. Successful candidate will need......
From JobHost - January 23, 2012
Asset Management Firm - New York, NY
65) and the appropriate State Insurance Licenses. There is a preference for CFP, ChFC, CMFC. We are looking for people with a proven track record in generating......
From TheLadders.com - February 20, 2012
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