- Coastal Wealth (Jacksonville, FL)
- …BS, and/or graduate degree or equivalent work experience required *CPA license, or CFP ( Certified Financial Planner license from Certified Financial ... rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make...help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a… more
- NYL - Lance Gillman (Tucson, AZ)
- …best practices, and tax regulations is desired *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified Financial ... Description We are seeking an experienced financial advisor to assist our clients in designing...who want to make a lasting impact on the financial well-being of individuals, families, and small businesses *This… more
- University of Michigan (Flint, MI)
- …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 Posting Begin/End… more
- Magellan Health, Inc. (Arlington, VA)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- BizFirst LLC (Fort Belvoir, VA)
- …of accounting or financial management experience, particularly with federal financial reporting and audit support Certified Public Accountant (CPA) required ... Certified Defense Financial Manager (CDFM) or Certified Government Financial Manager (CGFM) required Strong working knowledge of federal ERP systems such… more
- Equitable Advisors (New York, NY)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... 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
- Geisinger (Danville, PA)
- Job Title: Certified Medical Assistant - Rheumatology Location: Danville, Pennsylvania Job Category: Patient Support, Nursing and Nursing Support Schedule: Days Work ... Date Posted: 04/02/2025 Job ID: R-75902 Job Summary Geisinger offers outpatient Certified Medical Assistants a $3,000 bonus for eligible candidates. Geisinger has… more
- Northwestern Mutual (San Diego, CA)
- …Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner(R) licensing support2 Fully company-funded retirement package ... Planning, Inc. owns and licenses the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(R), and CFP(R) (with plaque design) in the United States… more
- Geisinger (Pittston, PA)
- Job Title: Certified Medical Assistant - CMA - Northeast Float Pool Location: Pittston, Pennsylvania Job Category: Patient Support, Nursing and Nursing Support ... accredited 1-year certificate or 2-year diploma Medical Assistant program preferred. Certified Medical Assistant (CMA) or Registered Medical Assist (RMA) required. … more
- Equitable Advisors (Cleveland, OH)
- …ambition Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- TIAA (Dallas, TX)
- …SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Certified Financial Planner (CFP) - Certified Financial Planner ... Requirements Physical Requirements: Sedentary Work Career Level 6IC Please note , a Certified Financial Planner (CFP) - Certified Financial Planner Board… more
- Jamie Grayem (Newport Beach, CA)
- …in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... 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
- COUNTRY Financial (Carol Stream, IL)
- …Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) ... 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
- Kaizen Approach, Inc (Annapolis, MD)
- …In lieu of a degree, must have Program Management Professional (PMP) certification, Certified Defense Financial Manager (CDFM), or DAWIA Level I in Business/ ... Description Kaizen Approach is currently looking to hire a Business Financial Professional (BFP) responsible for assisting in the execution of the Program's Budget… more
- LS Technologies, LLC (Washington, DC)
- Job Description:LS Technologies, a Tetra Tech company, is seeking an experienced Senior Certified Business Financial Management Analyst to enhance our team and ... provide critical support to the FAA through expert coordination, accounting, financial planning, and administration functions. This role re more
- Atria Wealth Solutions (Allentown, PA)
- …Desired Qualifications Undergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designation a plus Experience delivering ... 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
- Jamie Grayem (Albany, NY)
- …planning advice to high net worth clients (preferred) Licenses and Certifications Certified Financial Planner (CFP) (required) Tactical Skills Expertise in ... CRM tools. Travel Occasional travel to include overnight stay. Must Have: Certified Financial Planner designation 5+ years in financial planning capacity… more
- Central Bancompany (Lawrence, KS)
- …Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses Certified Financial Planner designation highly recommended Strong desire to succeed in ... base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This… more
- Interactive Process Technology LLC (Washington, DC)
- …Portal; and CAPE Program Budget Review (PBR) Issue Nomination System (preferred) Certified Defense Financial Manager certification (preferred) IPTA is an Equal ... SENIOR FINANCIAL ANALYST Pentagon Overview: IPTA is a dynamic...of core programs and other related funds. The Senior Financial Analyst will provide analysis in support of OUSD(A&S)… more
- Advisor Employee Services (Grand Rapids, MI)
- …insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner(R) designation. Want to get your CPA license? Let's ... Financial Advisor Are you looking to expand your...we would like to talk to you! Our established financial service firm, Drake & Associates, in Grand Rapids,… more
