- MTA (New York, NY)
- Staff Analyst Planner Series - Operations Planning Job ID: 13489 Business Unit: MABSTOA Location: New York, NY, United States Regular/Temporary: Regular ... Transit Authority Date Posted: Dec 5, 2025 Description Title Staff Analyst /Transportation Planner Series -Operations Planning First Date of Posting:… more
- United States Fleet Forces Command (Marine, IL)
- …applicants who respond to this flyer. Responsibilities You will serve as a Program Analyst (Offensive Cyber Ops Fires Planner ) in the OCO/IO Division (N04POCO), ... OCO, fires and effects, and special technical operations (STO) planner to facilitate integration of OCO operations. You will...within the Work Category PROFESSIONAL at Work Level SENIOR, Series and Grade GG-0343-13. Experience refers to paid and… more
- Access Dubuque (Dubuque, IA)
- …for insurance licensing, Securities Industry Essentials┬", Series 6, Series 7, Series 63, and more + Certified Financial Planner ┬" licensing support 2 + ... Financial Planner **Northwestern Mutual** 3 Positions ID: 84881 Posted...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement*… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …Merchandise Financial Planner is the entry-level class in the professional Planner series . This classification performs a range of routine professional ... Title: Assistant Retail Finance Analyst / Associate Retail Finance Analyst ...Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of… more
- The Estee Lauder Companies (Brooklyn, NY)
- …and territories under brand names including: Estee Lauder, Aramis, Clinique, Lab Series , Origins, MAC, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, ... America sales team. We are looking for a Sr. Analyst , Sales Analytics & Commercial Excellence Soul to join...relevant work experience - Previous experience as a buyer/inventory planner a plus - Ability to develop and communicate… more
- TIAA (Morgantown, WV)
- …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst… more
- Truist (Laurel, MD)
- …enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management ... affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series 66 or 65/63 registrations and applicable Insurance… more
- Access Dubuque (Dubuque, IA)
- …to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ┬" . Get inspired at local and national recognition ... + Support for insurance licensing (life, health, DI, LTC) + Support for SIE, Series 6, Series 63 registrations (eligibility required) **About Us** For over 165… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Bachelor's or Master's degree in Finance or related field preferred Licenses and Designations: + FINRA Series 7 + FINRA Series 63 and 65 or 66 + Pertinent state ... Life/Variable Insurance (LAH) licenses preferred + CFP(R) (Certified Financial Planner (R)), CPA (Certified Public Accountant), CIMA(R) (Certified Investment Management… more
- KeyBank (Salt Lake City, UT)
- …with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life,… more
- KeyBank (Dayton, OH)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- KeyBank (Denver, CO)
- …Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- Truist (Webster, TX)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
- JPMorgan Chase (Summit, NJ)
- …required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) professional designations strongly preferred + Series 7, 66 ... and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions, general investment… more