- University of Michigan (Flint, MI)
- …opportunity employer. Job Detail Job Opening ID 265280 Working Title Director of Certified Financial Planner ( CFP ) Program - Assistant/Associate/Full ... Professor - School of Management Job Title PROGRAM DIRECTOR Work Location Flint Campus Flint, MI Modes of Work Hybrid Full/Part Time Full-Time Regular/Temporary Regular FLSA Status Exempt Organizational Group Flint Mgmt Dean Department Flint Management Dean… more
- TIAA (Dallas, TX)
- …Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Certified Financial Planner ( CFP ) - Certified ... Requirements Physical Requirements: Sedentary Work Career Level 6IC Please note , a Certified Financial Planner ( CFP ) - Certified Financial … more
- Jamie Grayem (Albany, NY)
- … planning advice to high net worth clients (preferred) Licenses and Certifications Certified Financial Planner ( CFP ) (required) Tactical Skills ... Opportunities CFP Required Job Summary The Wealth Planner is responsible for delivering financial planning...Travel Occasional travel to include overnight stay. Must Have: Certified Financial Planner designation 5+… more
- Magellan Health, Inc. (Arlington, VA)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Coastal Wealth (Jacksonville, FL)
- …*BA, BS, and/or graduate degree or equivalent work experience required *CPA license, or CFP ( Certified Financial Planner license from Certified ... products, best practices, and tax regulations is necessary *Success as a financial planner , personal financial advisor, financial analyst, or … more
- Equitable Advisors (New York, NY)
- …Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- NYL - Lance Gillman (Tucson, AZ)
- …products, best practices, and tax regulations is desired *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified ... systems, and financial planning software is preferred *Success as a financial planner , personal financial advisor, financial analyst, or financial… more
- Aston Carter (Olathe, KS)
- …responding to routine inquiries and flagging important messages for attention. Collaborate with the Certified Financial Planner ( CFP ) team to update ... reminders regarding scheduled events and deadlines. Enter client information and financial data into the tax preparation software accurately and efficiently.… more
- Northwestern Mutual (San Diego, CA)
- …Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER (R), and CFP (R) (with ... Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement package and… more
- Jamie Grayem (Newport Beach, CA)
- …degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production...66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals… more
- Equitable Advisors (Cleveland, OH)
- …Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Fidelity Investments (Austin, TX)
- …receives the experience they deserve and each associate maximizes their potential. Certifications: Certified Financial Planner ( CFP ) - Issuing Authority, ... ask that you have at least five years in financial sales role We believe that three or more...that three or more years of management within a financial services environment is helpful We require an active… more
- COUNTRY Financial (Carol Stream, IL)
- …Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner ( CFP ) Chartered Financial ... for life's planned and unexpected moments with the right financial services and insurance products. Our financial ...right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank(R) … more
- Atria Wealth Solutions (Allentown, PA)
- …team-oriented culture Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner ( CFP ) designation a ... Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal...(CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to… more
- Equitable Advisors (Austin, TX)
- …Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- KeyBank (Beachwood, OH)
- …required Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner ( CFP ) (preferred) Certified ... (CIMA) (preferred) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred)… more
- Deloitte (Atlanta, GA)
- …eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred: Advanced ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Equitable Advisors (Raleigh, NC)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- JPMorgan Chase & Co. (Houston, TX)
- …Preferred qualifications, capabilities, and skills Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your… more
- 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: ... **Job Detail** **Job Opening ID** 265280 **Working Title** Director of Certified Financial Planner ( CFP ) Program - Assistant/Associate/Full Professor… more
