- Wilmington Trust (New York, NY)
- …Experience sharing knowledge and skills with team members Education and Experience Preferred: CFP (Certified Financial Planner ) and/or CTFA (Certified Trust ... Required: Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Magellan Health, Inc. (Farmingdale, NY)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Magellan Health, Inc. (Columbus, OH)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable Advisors (Melville, NY)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Equitable Advisors (Houston, TX)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Regions Financial Corporation (Knoxville, TN)
- …Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary (AIF) ... Regions Bank, and four (4) years of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience Or Master of Business Administration… more
- University of Michigan (Flint, MI)
- Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management Apply Now **How to Apply** **ATTENTION: ... Opening ID** 265280 **Working Title** Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management… more
- Regions Bank (Indianapolis, IN)
- …and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description Job Posting: Associate Planner Employment Type: Full-Time Location: Mountain View - Hybrid Comp: $90-$130k DOE Jennifer Fukumae is partnering with a ... with ~1B AUM, renowned for its innovative approach to financial planning and commitment to client success. They're seeking...and commitment to client success. They're seeking a motivated Associate Planner to join their dynamic and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …come under the RJA and RJFSA registered investment advisor. + Must have Certified Financial Planner ( CFP ) designation or currently working toward completion. ... training or certification to serve as a resource to Financial Advisors and their clients by building GPM plans...a GPM plan to present to their clients. The associate may or may not assist the FA in… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Texas Tech University (TX)
- …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... **40918BR** **Extended Job Title:** Assistant/ Associate Professor of Practice / CFR Director **Organization:**...progress towards professional certification relevant to personal finance and financial planning, such as the CFP (R) and… more
- Equitable (MD)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) professional and Chartered ... Wealth Management Associate - MD, Baltimore , Columbia (4008) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Tampa, FL)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - FL Tampa, St. Petersburg, Sarasota (3981)...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Deerfield, IL)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - IL, Deerfield (5191) ( 250000DB )...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Bellevue, WA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - WA, Bellevue...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Equitable (Springfield, IL)
- …ambition + Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - IL, Springfield...Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive … more
- Equitable (Raleigh, NC)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Wealth Management Associate - NC, Raleigh (5128) ( 240000HN )...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Scottsdale, AZ)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - AZ, Scottsdale...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
