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Veritat Advisors - Cleveland, 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 - Brecksville, 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
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
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
Zeiders Enterprises, Inc. - ,
As an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or a national certification with the......
From Indeed.com - February 22, 2012
Nuveen Investments, LLC - ,
Products and markets.
CERTIFICATES, LICENSES, REGISTRATIONS:
•NASD licensed (Series 7, 63 & 65 or Series 7 & 66).
•CIMA, CFP or CFA designation a plus....
From Indeed.com - February 18, 2012
PNC Bank - Cleveland, OH
Posses the following:
BS/BA, MBA preferred, CISP, CRPC, CRPS, CTFA, CPA, JD or CFP strongly preferred
Demonstrated knowledge of financial planning, IRAs......
From Indeed.com - February 15, 2012
Morningstar - ,
And data.
+ Bachelor`s degree is required; interest in pursuing a CFA/CFP designation is desirable.
+ At least two years of related work experience.
+......
From Indeed.com - February 2, 2012
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