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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$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- ...of client service experience in the wealth management industry Bachelor’s degree (finance or related field preferred) Series 65 + FPQP or CFP module 1 , or willingness to obtain within 12-18 months (firm‑funded) Strong proficiency with Microsoft Outlook, Word, Excel...SuggestedTemporary workWork at 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$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- ...preferred 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 Additional Information At Edward Jones, we are building a place...SuggestedTemporary workWork experience placementWork at officeHome officeFlexible 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
$65k - $95k
...financial 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 OsaicSuggestedFull timeWork at office$65k - $80k
...and as a team 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...SuggestedTemporary workCasual workWork at office- ...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.) Chicago StaffingSuggestedFull timeWork at officeLocal area
$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