- USAA (Phoenix, AZ)
- …integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated ... areas of Property and casualty, life insurance or financial services industry CFP certification The above description reflects the details considered necessary to… more
- Brighton Jones (Stamford, CT)
- …We are expanding to new markets and looking for Lead Advisors who have their CFP (R) and a passion for helping clients. We're currently looking to expand to Stamford. ... Here's where you come in: as part of our mission to help clients, colleagues, and...a four-year degree and the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation 6+ years in financial and/or estate planning… more
- Rutgers University (Camden, NJ)
- …hours as needed, and comply with grade submission policies and deadlines. Position Status Part Time Posting Number 25FA0178 Posting Open Date Posting Close Date ... Lecturer to develop and teach a capstone course as part of our online CFP Board Registered...school's guidelines for online teaching. The school offers a one- time stipend for course development. A draft of the… more
- Fidelity Investments (Redmond, WA)
- …keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm ... appointments to make the best use of the client's time , as well as plan for post-appointment follow-up Growing...hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a… more
- Casey Family Programs (Seattle, WA)
- …is required. The candidate must have demonstrated skills in collaboratively working as a part of a team and providing consultation and advocacy on behalf of youth ... to work at a computer for extended periods of time as a primary job function. Reasonable accommodations may...standing are permitted for a three-month sabbatical with pay. CFP also offers many opportunities for continued learning, training,… more
- Equitable Advisors (San Diego, CA)
- …Work-Life Balance : Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education : Bachelor's degree or equivalent ... pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own...the applicable program, as may be in effect from time to time . Our Impact & Culture… more
- Equitable Advisors (Boston, MA)
- …Work-Life Balance : Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education : Bachelor's degree or equivalent ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Northern Trust (Los Angeles, CA)
- …across the full span of Northern Trust capabilities. You're willing to spend the time understanding both the client and what Northern Trust can offer to bring ... 63 licenses are required. Additional professional designations such as CFP , CFTA, CFA, CIMA are strongly preferred. You know...Us: As a Northern Trust employee, you will be part of a flexible and collaborative work culture, which… more
- Fidelity Investments (Dublin, CA)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help...relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the… more
- National Christian Foundation (Englewood, CO)
- Job Description Do you want to be a part of creating a culture of generosity in the Rocky Mountain Region and worldwide? The United States is in the middle of an ... degree required; advanced degree or certification preferred. (MBA, JD, CFA, CKA, CFP , CPA, CAP, CTFA). Experience *Minimum of three year's experience in one… more
- Charles Schwab Inc. (San Francisco, CA)
- …finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible ... broader solutions, and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners,… more
- Healthcare Services Group, Inc. (Winchester, KY)
- …quality control and in-servicing staff to meet HCSG standards is an essential part of the Manager's responsibility and includes touring the kitchen several times per ... or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first...able to be at work as scheduled and on time . Compliance with COVID-19 Vaccination Policies, as required by… more
- Ameriprise Financial (Austin, TX)
- …veteran status, marital status, family status or any other basis prohibited by law. Full- Time / Part - Time Full time Exempt/Non-Exempt Exempt Job Family ... Preferred Qualifications: Masters degree and/or relevant industry designations preferred (eg CFP ) About Our Company We're a diversified financial services leader… more
- SageView Advisory Group (Richmond, VA)
- …(AUM). Investment Consultant Boston, MA or Richmond, VA (Hybrid) | Full- Time | Retirement Consulting Client-facing investment consulting at the institutional level. ... Business, Economics, or a related field Progress toward CFA, CFP , or CIMA designations preferred Strong communication skills and...Richmond, VA , with flexibility to work from home part of the week. Occasional travel (~10%) may be… more
- Morgan Stanley (Chicago, IL)
- …build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business *At the request of FA/PWA/team, participating in ... Specialist designation requirements *Willingness to obtain Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills… more
- Mariner (Scottsdale, AZ)
- …industry experience At least one of the following is required: JD, LLM(tax), CFP (R) Proficiency in PowerPoint and Experience with eMoney, Vanilla, or other planning ... a plus. We welcome your interest in being a part of our firm. We believe in giving associates...to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By… more
- Truist (Hendersonville, TN)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. General Description of Available Benefits for...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- The Provider Finder (Charleston, SC)
- Financial Advisor - Charleston, SC We are looking for a full- time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong ... and share ideas. Turn key solution, branding, website, administration, compliance all a part of the package Operate underneath the Roadstead Capital brand but have… more
- Corebridge Financial (Indianapolis, IN)
- …an active FINRA Series 7 licenses and a Series 63 and 65 or 66. - A CFP is highly preferred *You also have an active state variable life and health license #LI-CBF ... donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer...search for a job opening or to complete any part of the application or hiring process, please send… more
- Ameriprise Financial (Las Vegas, NV)
- …veteran status, marital status, family status or any other basis prohibited by law. Full- Time / Part - Time Full time Exempt/Non-Exempt Non-Exempt Job Family ... tuition reimbursement, and internal support to obtain professional designations like CFP (R) certification. Our support and training will lay the foundation you… more
