6 cfp jobs at 6 companies in Bloomington, IL
1d
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Senior Wealth Advisor
Normal, Illinois, United States
$102k-$183k/yr OnsiteFull Time
5+ YOEBachelor's degree in finance and at least five years of financial advisor experience preferred, or equivalent education and experience; CTFA required, with CFP and master's degree in business preferred.
Trust Accounting Software
1mo
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Financial Planning Specialist II
Urbana or Naperville or Kansas City or St. Louis or Tomahawk or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$64k-$80k/yr OnsiteFull Time
2+ YOEBachelor's in finance required, 2+ years financial planning experience, CFP required or ability to sit for exam, proficiency with Microsoft Office and Smartsheet, strong communication and analytical skills.
Microsoft Office, Smartsheet
4w
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Associate Advisor
Plymouth or Peoria
$65k-$85k/yr HybridFull Time
Bachelor's degree preferred, pursuing CFP®, obtain Series 65 within 6 months, strong analytical and communication skills, clean U4 required, ability to support advisors and develop financial plans.
2mo
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Personal Financial Counselor; Bartonville, IL
Peoria, Illinois, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor’s degree required; 3+ years financial counseling; US citizen; fluent English; bilingual English/Spanish optional; AFC/CFP/ChFC certifications; valid driver license; able to obtain Tier 2 investigation.
2w
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Wealth Management Advisor - Champaign, IL
Champaign, Illinois, United States
HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.
4d
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Financial Advisor - Peoria Region
Peoria, Illinois, United States
$59k/yr OnsiteFull Time
2+ YOEMaintain Life/Health Producer and FINRA Series licenses (Series 7 plus Series 66 or 63/65 combinations), valid driver\u0019s license, fingerprinting and FINRA background checks; 2-6 years licensed securities experience preferred; degree or certifications (CFP/ChFC) preferred.
financial planning software, CRM systems