- Kestra Financial (Baltimore, MD)
- …passion for financial services. Compensation & Benefits: * Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ... leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses..... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... Responsibilities:** + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers… more
- M&T Bank (Mamaroneck, NY)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and ... Responsibilities:** + *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers… more
- TIAA (Hackensack, NJ)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- US Bank (Cincinnati, OH)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... and Fiduciary Advisor (CTFA) or a Certified Financial Planner ( CFP ) , we'd love to connect with you. Job...love to connect with you. Job highlights: + Responsible for the management and oversight of Wealth Management &… more
- TIAA (Charlotte, NC)
- …TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing ... phone support lines. **Key Responsibilities and Duties** + Prepares financial plans for Wealth Management clients while maintaining quality, content, and cycle time… 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....By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity.… more
- State of Michigan (Saline, MI)
- …consultative services for a specialized program of psychiatric services at CFP for forensic patients, including training other health care professionals and ... Psychiatry Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/4770868) Apply Physician-A (18) - Center for Forensic Psychiatry Salary $89.43 - $125.72… more
- Magellan Health Services (Columbus, OH)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate ... volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee...and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of… more
- Charles Schwab (Lone Tree, CO)
- …Series 7 license + _(May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client...presentation skills, attention to detail **In addition to the salary range, this role is also eligible for… more
- SMBC (New York, NY)
- …Mitsui Brasileiro SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $80,000.00 and $130,000.00. The ... specific salary offered to an applicant will be based on...current compensation paid in their geography and the market for similar roles at the time of hire. The… more
- Leidos (Camp Springs, MD)
- …PWCs and technicians with detailed information as needed. + Provide updates to the CFP 's common operational picture (COP) for senior leader updates. + Establish ... Leidos Digital Modernization sector is hiring a **_Change/Configuration Control Officer_** for the Air Force National Capital Region (AFNCR) Information Technology… more
- Charles Schwab (Orlando, FL)
- …achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive ... mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level… more
- City National Bank (Walnut Creek, CA)
- …Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *Compensation* Starting base salary is not included ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Truist (New York, NY)
- …instill confidence, and build deeper levels of trust with our clients. The base salary for this position ranges from $175,000 to $285,000. **General Description ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Alight (NC)
- …also assist the financial education team in the creation of solutions for clients and prospects. **Responsibilities** + Creating and maintaining a centralized ... database for workshop materials. + Delivering in-person workshops and online...detailed plan provisions and documents. + Have CRPC or CFP or the ability to acquire CRPC or … more
- Commerce Bank (Leawood, KS)
- …Accountant (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your motor vehicle driving ... interesting to you, keep reading and let's talk. Compensation Range Annual Salary : $70,500.00 - $159,500.00 (Amount based on relevant experience, skills, and… more
- Texas Tech University (TX)
- …resume, curriculum vitae, and interview(s)). 3. Experience in curriculum development for online courses. 4. Active membership in relevant professional organizations ... is desired. 5. CFP (R) designation or other financial industry designations. **Department:** Personal...Financial Planning **Job Type:** Part Time **Job Group:** Instructors ** Salary Grade:** 800 **Does this position work in a… more
- Charles Schwab (Los Angeles, CA)
- …+ Minimum of 2 years supervisory experience strongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more