Get new jobs by email
$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 FridayColdstream Wealth Management
Kenai, AK20 days ago$45k - $60k
...base understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies FPQP® designation or willingness to obtain Sales and/or customer service background and experience interacting with the financially savvy...SuggestedWork at officeFlexible hoursCornerstone Financial Solutions
Sioux Falls, SD28 days ago$65k
...required) - 3+ years in financial services (preferred, but we're open to strong candidates with relevant experience or certifications) - FPQP® designation or similar a big plus - Comfort with tools like Salesforce, Orion, Right Capital, Holistiplan, and Microsoft Office (...SuggestedFull timeWork at officeRemote workFlexible 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$46.68k - $77.02k
...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- ...limited supervision and in a team environment. Preferred Knowledge And Skills Desire to pursue professional financial designation (FPQP, CFP, CWS, ChFC, etc.). Benefits BankFinancial offers a comprehensive benefits package for full-time employees, with options to select...SuggestedFull timeTemporary workInternshipLocal areaFlexible hours
- ...Progress toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or completion of the Financial Paraplanner Qualified Professional (FPQP®) designation preferred. FINRA Series 7 and 66 strongly preferred (or obtained within a designated timeframe after hire). 1-3...SuggestedTemporary workWork at officeHome office
$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$65k - $80k
...~ Industry and compliance knowledge ~ Attention to detail and maintaining a high quality of work ~ A willingness to obtain FPQP designation as needed ~ Experience with the CRM system, Salesforce, preferred ~ Experience with Fidelity’s Wealthscape custodial...SuggestedFull timeTemporary workCasual workWork at office$85k - $95k
...progression. Career Growth: We believe in nurturing your career aspirations. Choose from various career tracks, such as pursuing the FPQP® designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to...SuggestedPermanent employmentFull timeWork at office$60k - $95k
...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 Equal Opportunity Employer...SuggestedFull timeWork at office
