The CII’s title Chartered Financial Planner is a widely accepted ‘gold standard’ qualification for professional financial planners and financial advisers in the United Kingdom. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.
Chartered Financial Planner status is regulated by the Chartered Insurance Institute (CII). Two different types of status can be certified by the CII to financial planners, individual and corporate. Individual Chartered Financial Planner status. Firstly, individual financial professionals can gain chartered status. This is done by taking the Advanced Diploma in Financial Planning (APFS) and also …
What is a corporate Chartered Financial Planner?
Corporate Chartered Financial Planner status is given to those planners like gpfm who have a strong commitment to the professional development of all employees and engage strongly with the CII and other professional qualifications. It is the highest mark of trust, capability, and professionalism in the industry.
Can I become a Chartered Financial Planner?
Since 2012, financial adviser firms can apply for Corporate Chartered Financial Planners status, if they qualify under several criteria. Fewer than 500 firms can boast Corporate Chartered Financial Planners status. The titles of Chartered Financial Planner and Chartered Financial Planners were granted by the Chartered Insurance Institute (CII).
How many members of Chartered Financial Planner?
Chartered Financial Planner. As of May 2016, there were over 36,000 members of the Personal Finance Society (the principal professional body for financial advisers in the UK), of which over 5,000 hold Chartered Financial Planner status. Since 2012, financial adviser firms can apply for corporate Chartered Financial Planners status,…
Consumer Investments Financial Solutions Advisor- Euclid-Katella Financial Center- Anaheim, CA (BILINGUAL SPANISH REQUIRED) – Bank of America
If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 locations nationwide. Our award-winning Academy offers training to go beyond portfolios and investment strategies. You’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives
The Financial Center Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world-class organization. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch, and U.S. Trust. The Academy will support you along the way with In Role Development, Mastery, and Leadership Development.
As a Financial Solutions Advisor, you can look forward to
Unlimited potential for financial growth
A strong referral network from across the business will give you a leg-up on client acquisition
Robust marketing support to reach wider audiences with greater appeal
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
Leadership opportunities, from leading client and conference seminars to mentoring junior associates
You’re a person who (required skills)
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year of experience in the investment industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals navigate complexity, prioritizes tasks, and executes in a fast-paced environment.
Likes to learn adapts to new information and seeks the right solutions for clients.
Efficiently manage your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
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