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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$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$60k - $95k
...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 Advisor GroupSuggestedFull 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
$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$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