- 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
- Magellan Health Services (Wichita, KS)
- …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 (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
- Equitable (Tampa, FL)
- …building your business + Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited ... Wealth Management Associate with Future Leadership Opportunity - FL Tampa,...Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen… more
- KeyBank (Pearl River, NY)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, ... - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client...on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and… more
- Coldstream Wealth Management (Bellevue, WA)
- …(or similar systems) is a plus + Excellent communication and organizational skills Keyword: Certified Financial Planner From: Coldstream Wealth Management ... might be a great fit for you! As an Associate Wealth Manager on one of our growing Bellevue...and close opportunities with existing clients Required Experience: + CFP and 3+ years of experience producing and presenting… more
- M&T Bank (New York, NY)
- …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
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
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