• Personal Financial Counselor - Army…

    Magellan Health Services (Lynchburg, VA)
    …regarding trends and issues on the installations to which the counselor is assigned. + Participates in regular in-services/training, quality improvement committees ... Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant… more
    Magellan Health Services (03/13/24)
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  • Merrill Financial Solutions Advisor - Carolina…

    Bank of America (Lynchburg, VA)
    …such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses ​ **Skills:** Account Management Client ... Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification… more
    Bank of America (04/24/24)
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  • US Experienced Financial Advisor

    Edward Jones (Lynchburg, VA)
    …or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) **Awards & Accolades** At Edward Jones, we are building a place ... where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our US awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards… more
    Edward Jones (04/17/24)
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