- New York Life - Dallas (Dallas, TX)
- …practices, and tax regulations is vital *Current professional license CPA, or CFP ( Certified Financial Planner license from Certified Financial Planner ... and 66, is required *Previous success in financial services as a financial planner , personal financial advisor, financial analyst, or financial consultant is needed more
- Dr. Squatch (Marina Del Rey, CA)
- …into retailers nationwide, and growing internationally. We have been recognized and certified by Great Place to Work(R) multiple times, and we achieved status ... as a certified B Corp in 2023. We are looking for...About the Role: Dr. Squatch is seeking a Supply Planner to join our Supply Chain organization. The Supply… more
- Northwestern Mutual (Atlanta, GA)
- …Industry Essentials(R), Series 6, Series 7, Series 63, and more Certified Financial Planner (R) licensing support2 Fully company-funded retirement package ... Center for Financial Planning, Inc. owns and licenses the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (R), and CFP(R) (with plaque design) in the… more
- Frost Bank (Southlake, TX)
- …license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist ... designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance… more
- Amazon (Reading, MA)
- …you help us create? Key job responsibilities The Inventory Supply Chain Planner is responsible for optimizing inventory levels, managing supply chain operations, and ... demand while minimizing costs and maintaining service levels. The Supply Chain Planner is responsible for all activities related to demand/supply planning from… more
- S&C (Chicago, IL)
- …subject to eligibility criteria. Join Our Team as a Lead Enterprise Demand Planner ! Are you passionate about Production Planning? S&C Electric Company is seeking a ... to coordinate our supply and logistics function. As a Lead Enterprise Demand Planner , you'll be crucial in ensuring smooth operations and supporting our diverse… more
- Thrive Market (Los Angeles, CA)
- …better brands, and build a better world in the process. We are also a Certified B Corporation, a Public Benefit Corporation, and a Climate Neutral Certified ... living to millions of Americans in the years to come. THE ROLE The Supply Planner will be a key member of our Supply Chain team, responsible for managing inventory… more
- K Systems Solutions LLC (Brooklyn, NY)
- …related to disaster recovery and business continuity. DESIRABLE SKILLS/EXPERIENCE: Certified Business Continuity Professional (CBCP) (Preferred) Certified ... Information Systems Security Professional (CISSP) (Preferred) Certified Disaster Recovery Engineer (CDRE) (Preferred) Business Continuity and Disaster Recovery Plans: Min 5+ years (Required) Proven experience in developing and implementing Business… more
- KeyBank (Columbus, OH)
- …and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred) Certified Investment Management Analyst ... Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Licensed Attorney/JD (varies by state)… more
- Ultimate (Pasadena, CA)
- Job Description We are seeking an experienced Certified Financial Planner (CFP) with a minimum of 7+ years of investment management and portfolio management ... to identify new business opportunities and enhance client relationships. Qualifications: Certified Financial Planner (CFP) designation required. Minimum of 7… more
- Magellan Health, Inc. (Frisco, TX)
- …one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). ... Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise… more
- Morgan Stanley (Chicago, IL)
- …maintain internal Financial Planning Specialist designation requirements *Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private ... Wealth Advisor (CPWA) designation Knowledge/Skills *Knowledge of financial planning *Excellent listening skills Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Financial Planning Analyst Job Description… more
- Lockheed Martin (Orlando, FL)
- Job Description You will be the Manufacturing Planner for our Operations team. Our team is responsible for driving inventory optimization, minimizing costs, and ... chain to meet customer requirements. What You Will Be Doing As the Manufacturing Planner , you will be responsible for executing Make, Buy, and Bill of Material (BOM)… more
- City of Lake Forest Park, WA (Seattle, WA)
- …to operate department vehicle. Preferred: International Society of Arboriculture (ISA) Certified Arborist Tree Risk Assessment Qualification from ISA Prior public ... sector experience within Planning/Community Development. For more information, please view the position job description: Working Conditions / Physical Requirements The work environment characteristics described here are representative of those an employee… more
- Amazon (Reading, MA)
- …process improvements and automation? We are seeking an experienced Production Planner to optimize production planning, lead strategic initiatives, and partner across ... organization to delight our customers. At the core of the Production Planner role is driving end-to-end planning excellence through the strategic implementation of… more
- Equitable Advisors (Wellesley, MA)
- …Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) ... and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay : Biweekly… more
- Jamison Professional Services, Inc. (Jamison) (Atlanta, GA)
- …and motivated candidate for the position of Conference Room/Trade Show/Event Planner . Job Title: Conference Room/Trade Show/Event Planner DESCRIPTION OF ... Inc. (Jamison) is a Service-Disabled, Veteran-Owned Small Business (SDVOSB), certified Minority Business Enterprise (MBE) headquartered in metropolitan Atlanta,… more
- HDR (Seattle, WA)
- …only in your community, but around the world. In the role of Environmental Planner 2, we'll count on you to: Collect project-related data, which may include ... participation in public information meetings and hearings. Provide guidance to Environmental Planner I staff on task execution. Perform other duties as needed… more
- Equitable Advisors (Los Angeles, CA)
- …Professional Growth : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) ... and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required… more
- Deloitte (Boston, MA)
- …CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) 5+ years total corporate tax ... experience A bachelor's degree in accounting, finance or related field Strong managerial experience with budgets, people and projects Demonstrated effective verbal and written communication skills Self-starter and demonstrated ability to effectively handle… more
