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

29 Cfp Jobs in Shoreline, WA

Wealth Management Associate Equitable Advisors - Bellevue, WA, United States and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter 11 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 9 days ago
Senior Manager, Wealth Advisor- Wealth Advisory Charles Schwab - Bellevue, Washington, USA to your professional development What you have • CFP® designation or CFA® designation required • Bachelor’s degree required • Active and valid FINRA Series 7 license required (may consider a 90-day COE) • 66 license $160,000 - $205,000 3 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 18 days ago
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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 15 days ago
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory Charles Schwab - Bellevue, United States development What you have CFP® designation or CFA® designation required Bachelor’s degree required Active and valid FINRA Series 7 license required (may consider a 90-day COE) 66 license required (may Competitive 4 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 17 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 14 days ago
Sr RC Consultant, Construction The Travelers Companies, Inc. - Seattle, Washington sciences and related technical fields. Advanced level knowledge of insurance industry and business acumen Graduate degree in related field. Recognized relevant certifications (such as ASP, CSP, ARM, CFPS 6 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 14 days ago

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