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$90k - $120k
...work in a collaborative environment Ability to follow office processes and policies related to office operations & client privacy FPQP and those pursuing the CFP are encouraged to apply Series 65 is a plus but not required We are an Equal Opportunity Employer. #J-...SuggestedFull timeWork at officeMonday to Friday- ...the financial services sector required . Certified Financial Planner (CFP) preferred . Financial Planner Qualified Professional (FPQP) preferred . Series 7 - General Securities Representative Qualification preferred . Series 66 - Uniform Combined State Law preferred...Suggested
$145k - $185k
...Tamarac, Salesforce, Redtail, Wealthscape, or comparable systems Experience supporting compliance operations in a regulated environment FPQP®, CFP®, operations certification, or comparable credential Compensation Range: $145,000 - $185,000 #J-18808-Ljbffr Hilltop Wealth...SuggestedInterim roleWork at officeImmediate start$90k - $105k
...Qualifications Financial Planning experience (fee-only is a plus) Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus Undergraduate degree in Finance or related areas Ability to value customer service as highly as financial...SuggestedTemporary work- ...advisors. The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment. #J-18808-...SuggestedWork at office
$58k - $78k
...supervision and in a team environment. Preferred Knowledge and Skills ~ Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.) Level of Complexity and Scope Regularly follows established guidelines to handle straight-forward, low...SuggestedInternshipWork at officeLocal area- ...~ Series 7 and 66 preferred or obtained within 9 months of hire ~ Insurance license preferred ~ Advanced industry designations (FPQP, AAMS, CAPM) preferred. ~ Understanding of a variety of financial products ~ This role will be at the Edward Jones Generations Scottsdale...SuggestedTemporary workWork experience placementWork at officeHome officeFlexible hours
$50k
...such as Series 7 and Series 63/65/66, are required; the exact combination will depend on assigned responsibilities • CFP, ChFC, CRPC, FPQP, or another relevant credential preferred • Working knowledge of investments, trading workflows, financial planning, account...SuggestedFull timeTemporary workPrivate practiceLocal areaRemote workFlexible hoursJambalaya Group
Louisville, KY12 days ago- ...including training/oversight/mentorship of client service team members or interns ~ A Bachelor's degree ~ Series 65 license plus FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense) ~ Proficiency with...SuggestedWork at officeRemote work2 days per week3 days per week
Coldstream Wealth Management
Bellevue, WA11 days ago - ...~2+ years of client service experience within the wealth management industry (preferably at an RIA). ~ Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense). ~ Proficiency with...SuggestedTemporary workWork at officeRemote work2 days per week3 days per week
$89.25k - $105k
...(CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning Client facing experience with at least 6 years relevant experience preferred Excellent...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$70k - $90k
...experience in the wealth management industry ~ A Bachelor's degree (finance or related focus is preferred) ~ Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months ~...SuggestedTemporary workWork at officeRemote workMonday to Friday- ...POSITION SPECIFICATIONS Experience and Education: ~ Bachelor’s degree. ~ Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred. ~0-4 years of experience in a financial services firm with an emphasis in either client services and/or...SuggestedFull timeWork at officeWork from homeFlexible hours
$31.25 - $38.46 per hour
...management roles Professional development milestones include: Completion of the Financial Paraplanner Qualified Professional (FPQP) designation Completion of industry licensing requirements, including: SIE Series 7 Series 66 Insurance licensing...SuggestedHourly payFull timeWork at officeWork from home$80.75k - $95k
...(CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning Client facing experience with at least 6 years relevant experience preferred Excellent...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Dallas, TX24 days ago- ...65 license (or willingness to obtain it within 12 months at Coldstream's expense) ~ Financial Paraplanner Qualified Professional (FPQP) designation - or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream...Work at officeRemote work3 days per week
- ...facilitating sourcing decisions with Commodity Managers Support supplier qualification, onboarding, and change activities through FPQP and applicable supplier management processes Properly drive supply base to meet market launch dates to scheduled requirements at...Work experience placementWork at officeLocal areaImmediate startRemote workWorldwide
Fortive Corporation
United States4 days ago
