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This is the highest law degree in the United States. A JD degree represents professional recognition that the holder has a doctoral degree in law. Due to the length of study required in the United States to attain a law degree, the name reflects its status as a professional degree.
Certified Exit Planning Advisor
Professionals with this designation have passed an exam and completed the Exit Planning Institute’s CEPA Program, which is the most widely accepted and endorsed program of its kind. Graduates of the program have mastered the Value Acceleration Methodology, which integrates exit strategy into the business, personal, and financial goals of the business owner.
Chartered Retirement Planning Counselor – CRPC
This designation, the nation’s premier retirement planning credential, is awarded by the College for Financial Planning. CRPCs have mastered client-centric retirement planning in a comprehensive graduate-level program that covers all aspects of the retirement process.
Chartered Financial Consultant
A ChFC is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience.
Chartered Financial Analyst
One of the highest distinctions in the investment management profession, this title designates graduates of the CFA Program from the CFA Institute. These professionals have passed multiple exams on financial reporting and analysis, asset valuation, portfolio management, and managing equity, fixed income, and derivative investments.
Chartered Alternative Investment Analyst
Investment professionals with this designation have passed a rigorous educational program and multiple exams offered by the CAIA Association. Graduates of the program hold the globally recognized credential for professionally managing, analyzing, distributing, or regulating alternative investments.
Accredited Investment Fiduciary
Financial advisors with this designation have gone through the training, met the qualifications, and passed an exam on the fiduciary standards of excellence that apply to managing the assets of another person or institution. Professionals with the AIF designation understand the legal standards that require them to prudently manage investment decisions.
Chartered Retirement Plans Specialist
This unique designation from the College of Financial Planning is seen as the industry benchmark on business retirement plan administration. Graduates are experts in the process of designing, installing, and maintaining company retirement plans.
Certified 401(k) Professional
This designation distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, awards this designation to financial professionals who complete a rigorous curriculum of extensive coursework, examinations, a case study, and training.
Certified Financial Planner
The Certified Financial Planner Board of Standards, Inc., awards this designation to individuals who have successfully passed the board’s extensive exams covering financial planning, taxes, insurance, estate planning, and retirement, in addition to ongoing certification requirements and continuing education. These professionals have met rigorous standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
Certified Divorce Financial Analyst
Someone with this designation is an expert in all the financial circumstances that surround divorce. The training for this certification focuses on understanding and estimating the long-term costs of a divorce. Some areas they focus on are tax consequences, property division, alimony and/or child support amounts, and the future of retirement/pension funds.
Master of Business Administration
This is a graduate degree earned at any university that provides theoretical and practical training to help students gain a better understanding of general business management functions.
Certified Public Accountant: This designation is given by the American Institute of Certified Public Accountants, which is responsible for setting standards in the CPA profession. CPAs have passed a graduate-level exam and met work experience requirements, in addition to completing continuing education stipulations and following a strict code of ethics.
Personal Financial Specialist
This is a specialty credential for CPAs who are experts at helping individuals with wealth management. The American Institute of Certified Public Accountants grants this designation only to CPAs with significant personal financial planning education and experience. CPAs pursue this credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.
Would you like to go to work for an award-winning firm? The Archford family of companies has been recognized by “Financial Planning Magazine”, “The Wall Street Journal”, “Financial Times” and names as an Inc. 5000 company. Their Retirement Services Division has been named by “Financial Times” and the “National Association of Plan Advisors” in the Top 100.
We are looking for game changers that set high expectations of themselves and are corroborative in nature. Archford has been recognized by “Small Business Monthly” as a Future 50 Company and Winning Workplace in St. Louis.
Archford Capital Strategies, LLC is seeking a dynamic individual with a diverse set of skills to fill the Relationship Manager role. They will be assisting Archford, a growing firm with multiple locations (currently Edwardsville, Swansea, and meeting rooms in St. Louis). Archford’s service lines currently include Wealth Management, Accounting, Business Consulting, Retirement Plans, and Philanthropy.
The Relationship Manager role is responsible for the proactive management of their clients relationships, formulating and implementing advice. You will work closely with a Client Service Associate, actively participate in Archford’s Investment Policy Committee, strategize with Tax Managers, and other team members to deliver exceptional client service.
Expected to convert prospective clients generated for you along with developing new client relationships.
Qualifications and Education Requirements:
• 10+ years of financial or tax advisory experience
• Undergraduate degree
• Certified Financial Planner or Series 65 or pass Series 65 within first 45 days
• Strong client service & team mentality
• Motived by helping clients, team members, and the community
• Be willing to continuously learn and help others grow
• Experience with individual and business clients
• Excellent verbal/written and interpersonal communication skills
• Ability to communicate with professionals- CPAs, attorneys, and charities our clients work with
• Aptitude to understand client concerns, questions, and problems then identify appropriate solutions
• Knowledge of Pershing/NetX360 and TD Ameritrade/VEO
• Salesforce/CRM system
• Microsoft Office 365 and Microsoft Outlook
Salary plus bonus plan will be commensurate of experience and net revenue managed. This position is full time.
EQUAL EMPLOYMENT OPPORTUNITY Archford is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.