- Chicago Fit Performance (Chicago, IL)
- …in a real team environment, read on. We're not a big-box gym. CFP is a private, high-touch functional training facility built around semi-private, 1-on-1 personal ... learn our proven systems and philosophies that have made CFP one of the top training gyms in Chicago....and takes initiative. We don't do "just enough" at CFP . We invest in education, growth, and staying at… more
- COLLIN COUNTY MENTAL HEALTH RETARDATION CENTER (Mckinney, TX)
- …and oversee Team Leads, Peer Support Specialists (MHPS), Certified Family Partners ( CFP ) and QMHP-CS across the Coordinated Services Programs; including but not ... Specialists and Certified Family Partners and observe the MHPS and CFP at least monthly providing mental health services. Supervision responsibilities include… more
- Monster (Dallas, TX)
- …Qualifications Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred) CFP or willing to pursue the CFP for completion within 24 ... months 1-2+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must… more
- University of Michigan (Flint, MI)
- Director of Certified Financial Planner ( CFP ) Program - Assistant/Associate/Full Professor - School of Management (Hybrid) 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 (Hybrid)… more
- Kestra Financial (Baltimore, MD)
- …needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. . Bachelor's ... degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with CRM platforms (Redtail or similar), MS365, and Excel. . Strong organizational skills, a team-oriented mindset, and a… more
- Regions Bank (Indianapolis, IN)
- …+ Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable computer software programs + Verbal and… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Status: No Response Campus: Florham Campus, Madison, NJ
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Vanguard (Newtown Square, PA)
- …success. + Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building the network and leadership ... to prepare you for a career in Personal Investor Advice. + Achieve your CFP (R) certification experience requirement in two years through the CFP Board… more
- Vanguard (Newtown Square, PA)
- …will propel you through the experience and help you gain experience toward your CFP (R) certification. We'll stand by you as you stand up for thirty million ... in advice and support you during pursuit of the CFP (R) certification. What it takes The ideal candidate is...3.2 or higher preferred. + Currently enrolled in a CFP Board-Registered program (required). + Desire to sit for… more
- TIAA (Radnor, PA)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- KeyBank (Gig Harbor, WA)
- …finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner ( CFP ) program and completion of the CFP exam prior to ... a minimum undergraduate 3.0 GPA. **Certifications/Licenses** + Certified Financial Planner ( CFP ) certification is preferred for candidates pursuing a career as a… more
- Texas Tech University (TX)
- …coaching sessions, and maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R). Recruit members for the KEY Advisory Board and lead the ... relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Development experience, including federal and corporate… more
- Vanguard (Dallas, TX)
- …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
- Magellan Health Services (Mcconnell AFB, KS)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (Beaufort, SC)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Truist (Philadelphia, PA)
- …check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
- Charles Schwab (Omaha, NE)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire)_ + Active FINRA ... financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- SMBC (New York, NY)
- …etc. + Support the team to conduct the annual Contingency Funding Plan (" CFP ") test by performing various analyses and utilizing market/historical data and enhance ... the CFP as needed. + Develop strong partnerships with key stakeholders to adequately understand the liquidity position, continuously identify trends/risks, and… more
- Suffolk University (Boston, MA)
- …the program. + Complete and submit evaluation reports each Friday to M CPM/DCF/ CFP team highlighting summary of youth progress and noting any issues for concern. ... monitoring of pre and post program evaluations + Retrieve youth's checks weekly from CFP office + New Program Development + Design and implement a new program for… more
