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$15k
...Client Associate or Administrative Assistant experience required, preferably in financial planning, business, finance, or economics FPQP or CFP® designation preferred Strong math and analytical skills - Basic understanding of investment and financial planning...SuggestedWork experience placementLocal area$47.61k - $78.56k
...intended customer experience of helpful, easy and personal. Preferred Qualifications Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations. State Life, Accident & Health and...SuggestedContract workTemporary workFor contractorsWork experience placement$63.75k - $75k
...Planner (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...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$50k - $70k
...related field preferred. 2-5 years of operational experience; 1-2 years in a financial planning firm preferred. Willingness to obtain FPQP® designation and pursue continuing education. Benefits Paid time off (sick or vacation) Paid national holidays Financial assistance...SuggestedFull timeRemote workMonday to Friday$65k - $95k
...services or client service roles Foundational understanding of investment and planning concepts Registered Financial Paraplanner Qualified Professional (FPQP) is preferable but not required Interest in pursuing professional certifications such as CFP #J-18808-Ljbffr OsaicSuggestedFull timeWork at office$24.5 - $38 per hour
...Word, Excel, and PowerPoint ~ Familiar with opening or processing financial Brokerage accounts is preferred Certifications FPQP designation is a plus Life & Health Insurance is a plus Compensation: The salary range for this role is $24.50/hr - $38.00/...SuggestedWork at office2 days per week3 days per week$50k - $65k
...or related work experience is preferred Ideally 0-4 years of experience in a client service role in financial services Series 65 or FPQP certification a plus Experience with investments and financial planning a plus Skills and Knowledge: Excellent communication skills...SuggestedFull timeWork experience placementWork at officeFlexible hours- ...beneficial. Advanced Certifications - While not mandatory, additional certifications like the Financial Paraplanner Qualified Professional (FPQP), FINRA licenses (e.g., Series 6 or 7), or specialized coursework in compliance or financial planning can enhance a candidate's...SuggestedWork at office
$80k - $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 within 12-18 months (at Coldstream's expense) ~...SuggestedTemporary workWork at officeRemote work2 days per week1 day per week- ...projects and deadlines simultaneously. ~ The ability to work well independently with limited direct supervision and in a team environment. Preferred Knowledge and Skills ~ Desire to pursue professional financial designation (FPQP®, CFP®, CWS, ChFC, etc.)...SuggestedFull timeWork at officeLocal area