6 cfp jobs at 4 companies in Springfield, IL
3mo
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Associate Financial Advisor
Springfield or South Burlington
$80k-$100k/yr HybridFull Time
2+ YOE2+ years financial services experience; Series 65 or CFP required; strong Microsoft Office, Salesforce; client communication, organization, and problem-solving skills.
Microsoft Office Suite, Salesforce, eMoney
2mo
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Financial Advisor
St. Louis, Missouri, United States
OnsiteFull Time
2+ YOEMinimum 2 years in financial planning; Series 7 and 66 licenses required; CFP a plus; Bachelor’s degree or equivalent; experience with Salesforce and financial planning software.
Salesforce, eMoney, MoneyGuidePro, Microsoft Office, Outlook
3mo
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Associate Financial Advisor
Springfield or Burlington
$80k-$100k/yr HybridFull Time
2+ YOE2+ years financial services experience, Series 65 or CFP required, strong Microsoft Office skills, Salesforce and eMoney experience preferred, excellent communication and problem-solving.
Microsoft Office, Salesforce, eMoney
2mo
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Financial Counselor
Bradfordton, Illinois, United States
$65k-$75k/yr OnsiteFull Time
2+ YOEActive AFC, ChFC, or CFP certification; U.S. citizen; fluent English; Bachelor’s degree or equivalent experience; 1,000+ hours of financial counseling; able to obtain favorable Tier 1 investigation.
3w
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Personal Financial Counselor- Assignment Ready Counselor, Illinois
Springfield, Illinois, United States
$58k-$94k/yr OnsitePart Time
3+ YOEBachelor's degree (or equivalent experience), 3+ years financial counseling, U.S. citizenship, AFC/CFP/ChFC certification, ability to obtain Tier 2 investigation clearance and pass OCI process, fluent English.
2mo
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Personal Financial Counselor, Assignment Ready Counselor, PFC-Springfield, IL
Springfield, Illinois, United States
$58k-$94k/yr OnsitePart Time
3+ YOE3+ years financial counseling; bachelor's degree required; U.S. citizen; English fluency; bilingual in English/Spanish if required; AFC/CFP/ChFC or equivalent; Tier 2 investigation eligibility; able to pass OCI disclosures.