Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]
Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]
Financial Advisor – Financial Planner – CFP
Skills Required: Financial Advisor, Broker,Wealth Manager, Wealth Management, Investment Advisor,Registered Rep,RIA, Wirehouse, Registered Representative, CFP, Financial Planner, Financial Planning Job Description: Financial Advisor – Broker – Wealth Manager – Investment Advisor – Registered Rep – Financial Planner – CFPWe are a well-established independent Financial Services firm and we are looking for a great financial advisor to join our team!What you need for this position:- 1+ years of experience as a Financial Advisor- A book of business of $3 million and Read more […]
*Information Architect / Technology Architect (WSS Tech – CFP) – VP – 603/604 – London or Bournemouth recruitment
This is an exciting opportunity, as you will have a key role in driving the technical design of the future architecture that is central to WSS. It will also give you exposure to many of the Product groups within WSS (Custody, Clearance, Securities Lending, Global Funds Services) as well as the ability to work with our partners in the Investment Bank.As a Information Architect / Technology Architect you will be responsible for assisting in the architecture definition of the CFP Platform. Working with the Technology Architects, the Application Development teams and the Work stream Leads, you will Read more […]
Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]