Latest Cfp jobs in Kirkland, WA - JobisJob United States Mobile

31 Cfp Jobs in Kirkland, WA

Wealth Management Associate Equitable Advisors - Kirkland, WA, United States by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia 29 days ago
Wealth Manager Garde Capital, Inc. - Seattle, WA, United States of financial markets and/or securities related experience. CPA, JD, CFP, CFA or other advanced planning certification. Experience helping clients in optimizing tax and estate planning goals. Experience providing 7 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Bellevue, WA JPMorgan Chase Bank, N.A. - Bellevue, WA of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT 5 days ago
Financial Advisor Pure Financial Advisors, LLC - Seattle, WA, United States (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP 6 days ago
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Client Manager Freestone Capital Management - Seattle, WA, United States related degree preferred Series 65 or 66 licensed required CFP designation preferred, or willingness to obtain within the first two years Knowledge of investment solutions and financial planning required 6 days ago
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase Bank, N.A. - Seattle, WA on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and uses critical thinking 3 days ago
Financial Advisor Bankers Life - Kent, OH, United States with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP® Award-winning training - Bankers Life has been named as a Training Apex Award Winner 5 days ago
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Seattle, WA, United States , and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification 28 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA JPMorgan Chase Bank, N.A. - Seattle, WA of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred INVESTMENT 5 days ago
Executive Assistant Private Investment & Financial Planning firm - Seattle, WA, United States between Advisors and clients. Provide input on strategic plan and direction of the practice. Paid training to ascertain either advanced certifications such as C.F.A. or C.F.P. Key Qualifications: Must 23 days ago

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