Qualifications: 5-8 years of experience Experience in a proactive, successful sales and service role in the financialservices industry Strong analytical and financial skills Strong verbal and written...
planning and wealthmanagement. + Working towards a financialplanning designation preferred. + Proficiency in office software and sales management software. + Comfortable exploring beyond one's area...
General knowledge of financialplanning and wealthmanagement. Working towards a financialplanning designation preferred. Proficiency in office software and sales management software....
General knowledge of financialplanning and wealthmanagement. Working towards a financialplanning designation preferred. Proficiency in office software and sales management software....
experience with fee-based consulting, tax, mutualfunds, money manager programs, insurance and financialplanning + Depth of experience working with high net worth or ultra-high net worth clients +...
management or financialservices experience with high net worth clients CertifiedFinancialPlanner designation is preferred Must be in good standing with First Busey Corporation continuing education...
management or financialservices experience with high net worth clients CertifiedFinancialPlanner designation is preferred Must be in good standing with First Busey Corporation continuing education...
FinancialPlanner (CFP) - CertifiedFinancialPlanner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
CertifiedFinancialPlanner is preferred. Broad knowledge of all facets of wealthmanagement. In-depth / expert knowledge of Bank products, services and capabilities....
CertifiedFinancialPlanner is preferred. Broad knowledge of all facets of wealthmanagement. In-depth / expert knowledge of Bank products, services and capabilities....
Serve as a personal financialplanning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
management, financialservices, or related professional experience Prior sales, fundraising, business development or investing experience preferred Series 7, 63 and 3 licenses (if unlicensed at time...
planning degree preferred 5 years or more of experience serving as the lead wealthmanagement advisor to high-net-worth families One of the following designations is required: CertifiedFinancialPlanner...
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Personal Financial Advisor Online Courses and Training Opportunities
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