- 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: FACULTY ... Opening ID** 265280 **Working Title** Director of Certified Financial Planner ( CFP ) Program - Assistant/Associate/Full Professor - School of Management **Job Title**… 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
- TIAA (Cincinnati, OH)
- …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
- 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
- Alaka'ina Foundation Family of Companies (Maui County, HI)
- …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550)...and submit any authorized service interruption requests to the CFP , Director of Operations, Mission Assurance section, and base… 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 ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Charles Schwab (Phoenix, AZ)
- …holistic financial needs. Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. + Partner with clients to create, review ... skills include: + Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active and valid FINRA Series 7 license… more
- Access Dubuque (Dubuque, IA)
- …Center for Financial Planning, Inc. owns and licenses the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER(R), and CFP (R) (with plaque design) in ... the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial… more
- Charles Schwab (Westlake, TX)
- …+ Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA, ... MBA, CHFC, CPWA) highly preferred **Required Qualifications** + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment)… more
- Charles Schwab (Westlake, TX)
- …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the monitoring ... inherent in our industry. **What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and… more
- UMB Bank (Madison, WI)
- …must have 3+ years of applicable experience within Financial Services. + You must have CFP or in pursuit of. + You are a great communicator with strong interpersonal ... planning software, or similar software. **Bonus points if:** + You have a CFP or advanced designation. + You have working knowledge of complex account types.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree or equivalent experience required.** **Advanced designation (such as CFP , CPA, CFA, or JD), or ability to obtain a CFP ... within 24 months of hire date required. JD preferred.** **5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and experience required.** **FINRA SIE, FINRA Series 6 or 7 required.** **Applicants… more
- Truist (Mclean, VA)
- …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 (Bellevue, WA)
- …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
- Vanguard (Malvern, PA)
- …Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required. + Series 7, 63 or 66 (or… more
- City National Bank (New York, NY)
- …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
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