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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$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$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$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$45k - $60k
...Bachelor’s Degree 1-3 years of experience in the financial planning industry preferred Financial Paraplanner Qualified Professional (FPQP®) or Series 65 license preferred Strong verbal and written communication skills Demonstrated diligent attention to detail A desire...SuggestedFull timeWork at officeRemote work- ...Qualifications 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
$72.25k - $85k
...(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 verbal...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...~ 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 West...SuggestedTemporary workWork experience placementWork at officeHome officeFlexible hours
$100k - $140k
...industry, 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...SuggestedTemporary workWork at officeRemote work2 days per week3 days per week- ...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 This role will sit at the Edward Jones Generations® West...SuggestedTemporary workWork experience placementFlexible hours
- ...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 ~...SuggestedWork at officeRemote workMonday to Friday
$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- ...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
- ...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...SuggestedWork at officeRemote work3 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- ...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 officeImmediate startRemote work
Fortive Corporation
United States4 days ago
