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$61k - $119k
...2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards,...SuggestedFull timeContract workFor contractorsWork at office$50k - $80k
...community you call home.## Qualifications* Bachelor's degree in Finance, Business, or a related field (advanced credentials such as CFP, ChFC, or CFA preferred).* FINRA licensing (Series 7, 63, and/or 65/66) or ability to obtain within a designated timeframe.* Minimum...Suggested- ...degree 10 years of technical trust and planning experience Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation One advanced degree relative to financial & estate planning (preferred) Juris doctorate (preferred) Supervisory...SuggestedWork at office
$80k - $100k
...Requirements: 2-3 years of financial services industry experience, preferably with some involvement in a similar role Series 65 License or CFP required Ability to effectively present information and respond to questions from other staff, clients, and the general public...SuggestedWork at officeWork from homeMonday to Friday$140k - $200k
...portfolios—helping families, communities, and futures thrive. What You Bring Active Series 7 & 66 (or 63 & 65) licenses—required. CFP certification—highly valued. Proven success in relationship‑building, needs analysis, and solution delivery. 4+ years of financial...SuggestedWork at officeLocal areaFlexible hours- ...our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services...SuggestedFull timeWork at officeFlexible hours
- ...with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign-On Payment...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$1,000 per month
...year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$65k - $75k
...Other duties as assigned. Other Job Requirements: Must have one of the following active certifications: AFC ®; ChFC ®; or CFP ®. Must be a U.S. citizen and speak fluent English. Bachelor’s degree OR a combination of education and experience. Be able...SuggestedFull timeContract workWork at officeFlexible hours- ...proprietary planning software and licensing (Life, Accident, Health insurance). Opportunities for certifications (Series 6 & 63, CFP®). Weekly coaching and professional development. Access to leadership programs and recognition events. This program prepares...SuggestedFull timeSummer workInternshipLocal areaFlexible hours
$1,000 per month
...year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Springfield, IL3 days ago- ...oversight of residential mortgage loans subject to SAFE Act registration. Qualified candidates have extensive wealth management experience, Series 7/63/65 or 66 licenses, and advanced degrees or certifications such as MBA, CFP, CPA, CFA, CTFA, or CFM. #J-18808-LjbffrSuggested
Jobtailor
Springfield, IL1 day ago $65k - $75k
...Other duties as assigned. Other Job Requirements: Must have one of the following active certifications: AFC ®; ChFC ®; or CFP ®. Must be a U.S. citizen and speak fluent English. Bachelor’s degree OR a combination of education and experience. Be able...SuggestedContract workWork at officeFlexible hoursFederal Guardian
Springfield, IL9 hours ago$50k
...services with a track record of success State insurance licenses preferred Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Springfield, IL4 days ago$80k - $90k
...nights/weekends and a valid driver’s license required. Preferred Qualifications A Juris Doctorate (JD), a Certified Financial Planner (CFP) designation, and/or similar designation. Experience in a higher education institution. Related advanced degree. Salary: $80,000–90,0...SuggestedFull timeCasual workWork at officeNight shiftUniversity of Illinois
Springfield, IL2 days ago- ...starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor’s degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT...
$47.52k
...in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC...JPMorgan Chase Bank, N.A.
Springfield, IL1 day ago- ...in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED...
Chase
Springfield, IL9 hours ago
