- Bank of America (Allentown, PA)
- …requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses **Skills:** + Account Management +… more
- Edward Jones (Allentown, PA)
- …create new clients via face-to-face and virtual sourcing strategies (eg, residential , business, networking, introductions and referrals, social media and speaking ... 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… more