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Veritat Advisors - Toledo, OH
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
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
Bank Of America - Mansfield, OH
Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course . Development......
From iHire - February 13, 2012
Bank Of America - Columbus, OH
Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course . Development......
From iHire - January 28, 2012
Bank Of America - Columbus, OH
Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course . Development......
From iHire - February 13, 2012
ValMark Securities - Cleveland, OH
Degree in Business (preferably Finance)
• FINRA Series 7 and 24 designations
• CFP® designation (not required but preferred)
Required experience: 2 - 5 years......
From Doostang - February 13, 2012
Fidelity Investments - Cleveland, OH
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 hire......
From JobDiagnosis.com - February 20, 2012
Bank of America Corp. - Toledo, OH
Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course .
* Development......
From JobDiagnosis.com - February 13, 2012
PNC - Cincinnati, OH
Will have the following qualifications:
* Bachelor's degree required.
* JD, CFP, or other professional certification preferred.
* Generally 5 + years related......
From JobDiagnosis.com - February 16, 2012
PNC - Cleveland, OH
Securities regulations.
Requirements:
* FINRA Series 7 and 66 required
* CFP (Certified Financial Planner) designation a very strong plus
* Life and Health......
From JobDiagnosis.com - February 15, 2012
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