- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...FDU in Florham, NJ. Required Qualifications: Person should hold CFP with relevant professional experience in the field. Alternatively,… more
- TEKsystems (Fort Worth, TX)
- …facing calls, need them to be resourceful and self-starters Skills CFP Certification, Sales experience, Client Facing Experience, Financial Services, MoneyGuide Pro, ... Emotional Intelligence, Good Communicators, Financial Support Top Skills Details CFP Certification,Sales experience,Client Facing Experience,Financial Services,MoneyGuide Pro Additional Skills… more
- TEKsystems (Fort Worth, TX)
- …successful achievement of their goals. Top Skills Details CFP Certification,Sales experience,Client Facing Experience,Financial Services,MoneyGuide Pro Additional ... Skills & Qualifications + CFP Certification + MoneyGuide Pro Efficient + Bachelors Degree - Financial Planning (highly preferred) + Investment Management Experience… more
- Regions Bank (Chattanooga, TN)
- …towards 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 + Skilled in applicable computer software programs + Verbal and written communication skills **Position Type** Full time… 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
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) is seeking applications for a Curriculum Fellow (CF) in Microbiology. ... Microbiology Curriculum Fellow will have specific responsibilities to the CFP : + Take 2 required courses (eg Teaching...Education Research and Teaching Practice) + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- TIAA (Hackensack, NJ)
- …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
- US Bank (Cincinnati, OH)
- …such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP ) , we'd love to connect with you. Job highlights: + Responsible for the ... and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP ) - Thorough knowledge of estate settlement, income, estate...and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP )** **- Knowledge of or the ability to quickly… more
- Vanguard (Newtown Square, PA)
- …Financial Planner in Newtown Square, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... is seeking Certified Financial Planners ( CFP (R)) to join our team in Newtown Square, PA....learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required. + Series 7, 63 or 66… more
- TIAA (Charlotte, NC)
- …Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards required Upon Hire ... **Please note:** applicants should have their Certified Financial Planner ( CFP ) or have passed the CFP exam....Financial Planner ( CFP ) or have passed the CFP exam. Thank you. Related Skills Accountability, Adaptability, Business… more
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) is seeking applications for a Biomedical Informatics Curriculum Fellow (CF) ... Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100...Teaching 100 and Teaching 101 + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- Magellan Health Services (Columbus, OH)
- …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
- Umpqua Bank (Henderson, NV)
- …assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This posting is part of… more
- Charles Schwab (Orlando, FL)
- …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
- 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
- Navy Federal Credit Union (Sandy Springs, GA)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... software tools Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of Navy Federal's functions,… more
- Charles Schwab (Los Angeles, CA)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation, or a Master's Degree in Personal Financial Planning… more
- Leidos (Camp Springs, MD)
- …status of changes/jobs to customer leadership and to the Communications Focal Point ( CFP ). + Use automated ticketing tools to assign or re-assign tasks/jobs between ... and technicians with detailed information as needed. + Provide updates to the CFP 's common operational picture (COP) for senior leader updates. + Establish and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …2+ years of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan to sit for the CFP exam within two ... years if not already certified. + Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus. + Strong communication skills with a personable, professional demeanor. + Detail-oriented, organized, and… more
- Texas Tech University (TX)
- …Active membership in relevant professional organizations is desired. 5. CFP (R) designation or other financial industry designations. **Department:** Personal ... 1 month on resume), please indicate within the resume and/or cover letter. A CFP (R) designation or terminal degree (Ph.D., Ed.D., etc.) could be a suitable… more
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