Cfp Jobs in Seattle, WA

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

from: linkedin.com - 9 days ago

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

from: linkedin.com - 18 days ago

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

from: resume-library.com - 6 days ago

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

from: linkedin.com - 17 days ago

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

from: linkedin.com - 14 days ago

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

from: Dice.com - 25 days ago

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

from: linkedin.com - 14 days ago

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

from: linkedin.com - 14 days ago

Healthcare Services Group, Inc. - Seattle, Washington

proof of or successfully complete an approved Conference of Food Protection (CFP) Food Protection Manager (FPM) course within the first 14 days of employment. Certified Dietary Manager (CDM) course

from: resume-library.com - 20 days ago

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

from: linkedin.com - 17 days ago