16 jobs matching your criteria
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Senior Certified Financial Planner (CFP)
access_time Posted 8 days ago
account_balance Linden Thomas and Company
location_on Charlotte
Senior Certified Financial Planner (CFP) Linden Thomas & Company 516 North Tryon Street, Charlotte, NC 28202 Benefits * 401(k) * Dental insurance * Health insurance * Paid time off * Vision insurance ...
Associate Advisor, Wealth Management
access_time Posted 7 days ago
account_balance Choreo
location_on Charlotte
CFP preferred Employee Benefits At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that ...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)
access_time Posted 20 hours ago
account_balance Avantax Planning Partners
location_on Charlotte
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)
access_time Posted 20 hours ago
account_balance Avantax Planning Partners
location_on Raleigh
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
Certified Financial Planner
access_time Posted 23 days ago
account_balance The Pelora Group
location_on Raleigh
CFP Status * Financial Advisor Licenses * Insurance Experience * Bachelor's degree in Finance or a related field * Strong analytical and problem-solving skills About Company The Pelora Group is a ...
Financial Planner
access_time Posted 2 days ago
account_balance Advisor.com
location_on Charlotte
Requirements Bachelor's degree Series 63, Series 65 or CFP designation At least 2 years of experience of directly owning the financial planning process for a customer. Experience with CRM systems ...
Regional Insurance Strategist - Remote
access_time Posted 26 days ago
account_balance Crump Life Insurance Services
location_on Charlotte
... CFP, etc) 9. Life Insurance licensed and FNRA registered
Regional Insurance Strategist - Remote
access_time Posted 26 days ago
account_balance Crump Life Insurance Services
location_on Raleigh
... CFP, etc) 9. Life Insurance licensed and FNRA registered
Senior Financial Servicing Advisor
access_time Posted 15 days ago
account_balance Timonier, Wealth Beyond Financialâ„¢
location_on Winston-Salem
Certifications such as CFP, CFA, or similar are preferred * Bachelor's degree in Finance, Economics, or related field
Financial Advisor
access_time Posted 16 days ago
account_balance Atria Wealth Solutions
location_on Raleigh
CFP preferred Deadline for Application: All resumes must be received on or before 5/31/2024. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over ...
Senior Accountant
access_time Posted 16 days ago
account_balance CASA
location_on Raleigh
Effective vertical and horizontal communication skills, written and verbal. * CPA or CFP preferred but not required. * Supports and enforces internal controls established by the organization and the ...
Financial Advisor
access_time Posted 21 days ago
account_balance Coastal Credit Union
location_on Raleigh
CFP preferred For consideration visit . You can also scroll back up to the top of this page to the "Apply Now" section. Deadline for Application: All resumes must be received on or before 5/31/2024 ...
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