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Veritat Advisors - Philadelphia, PA
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
Fidelity - Marlton, NJ
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 16, 2012
Fidelity - Philadelphia, PA
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 16, 2012
West Capital Management - Philadelphia, PA
Qualifications:
• Bachelor’s Degree
• Preferred completed or near completion CFP Designation; or preferred CPA or near completion of CPA Designation......
From Doostang - February 13, 2012
Vanguard - Valley Forge, PA
The ideal candidate should possess:
Undergraduate degree. Master's degree, CFP or CTFA preferred.
Minimum of five years progressively responsible and related......
From Vanguard - February 7, 2012
Vanguard - Valley Forge, PA
Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation preferred.
Minimum eight years estate planning or trust experience......
From Vanguard - January 28, 2012
Pacer Financial - Paoli, PA
& Annuities (VA) needed for position
Advanced degrees or professional designations such as CFP, ChFC, CLU, a plus
Only applicants with clean U5 should apply....
From JobHost - February 13, 2012
West Capital Management - Philadelphia, PA
Degree
• Preferred Master’s Degree; preferred completed or near completion CFP Designation; or preferred CPA or near completion of CPA Designation; or preferred......
From Doostang - February 16, 2012
BOA - West Conshohocken, PA
7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Unlicensed candidates may be......
From TheLadders.com - February 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
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