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

34 Cfp Jobs in Seattle, WA

Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) 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 3 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 10 days ago
Project Manager/Business Analyst Hansell Tierney - Seattle, WA ourselves within communities and tagging topics for our OpEx questions that are coming up). Sharepoint support for our CFP&A page Updating and creating ppts for leadership based on first draft of content $40 - $80 Yesterday
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 19 days ago
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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 18 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr) 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 3 days ago
Client Advisor Freestone Capital Management - Seattle, WA, United States to identify and attain new clients Develop new and manage existing referral relationships to source new clients Experience Bachelor’s Degree or higher CFP or other industry designation preferred Minimum 4-6 15 days ago
Senior Wealth Advisor Atlas - Seattle, WA, United States investment strategies Coordinate tax filing and estate planning Appear on camera in Atlas video content, boosting your personal brand Requirements Hold a Series 65 or 66 license or a CFP, CFA, ChFC, PFS, CIC 15 days ago
Certified Dietary Manager Healthcare Services Group, Inc. - Seattle, Washington learning is preferred. Specialized training in foodservice management and nutrition is required. Must show proof of or successfully complete an approved Conference of Food Protection (CFP) Food Protection 3 days ago
Regional Insurance Strategist - Remote Crump Life Insurance Services - Seattle, WA, United States experience 8. Advanced related degree helpful (CLU, ChFC, CFP, etc) 9. Life Insurance licensed and FNRA registered 26 days ago

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