- Texas Tech University (TX)
- …fundraising, and private donations. 3. Experience teaching courses specifically in a CFP Board-registered education program or AFC(R) approved curriculum track. ... through teaching in an area of expertise, mentoring students in professional and career preparation and serving as liaison with professional contacts and entities on… more
- Aegon Asset Management (GA)
- …covering North America, with diversity to match. Together with our nonprofit research institute and foundation , we tune in, step up, and are a force for good - for ... client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality...(CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu… more
- UMB Bank (Kansas City, MO)
- …You have 5+ years of applicable experience within Financial Services. + You hold the CFP or in pursuit of. + You have a good understanding of financial services ... planning software. **B** **onus points if:** + You hold CFP or advanced designation. + You are FINRA Series...associates, such as Paid Time Off; a 401(k) matching program ; annual incentive pay; paid holidays; a comprehensive company… more
- Aegon Asset Management (Denver, CO)
- …covering North America, with diversity to match. Together with our nonprofit research institute and foundation , we tune in, step up, and are a force for good - for ... licenses + One or more of the following: JD, CFP , CLU, ChFC, CPA + Seven years of experience...Dental Insurance + Vision Insurance + Employee Discounts + Career Training & Development Opportunities Health and Work/Life Balance… more
- UMB Bank (Kansas City, MO)
- …consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education ... to externa clients andid internal associates + CFA, CIMA, QPFC, CFP preferred **Compensation Range:** $99,750.00 - $214,370.00 _The posted compensation range… more
- CIBC (Chicago, IL)
- …client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong understanding of global ... deadlines. **What you need to succeed** + A strong foundation in financial markets and investment disciplines. + Advanced...into your potential. We aspire to give you a career , rather than just a paycheck. + We work… more
- UMB Bank (Scottsdale, AZ)
- …points if:** + You possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with a wide range of client ... associates, such as Paid Time Off; a 401(k) matching program ; annual incentive pay; paid holidays; a comprehensive company...make the best of every moment with a financial foundation that can help you succeed. Learn more about… more
- UMB Bank (Leawood, KS)
- …if:** + You hold an advanced degree or professional certification such as CFP or CFA. **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range ... associates, such as Paid Time Off; a 401(k) matching program ; annual incentive pay; paid holidays; a comprehensive company...make the best of every moment with a financial foundation that can help you succeed. Learn more about… more
- Charles Schwab (Sacramento, CA)
- **Your opportunity** At Schwab, you're empowered to make an impact on your career . Here, innovative thought meets creative problem solving, helping us "challenge the ... giving in the US We offer a donor-advised fund program and related philanthropic tools and guidance that empower...and other collectibles + Other complex processes, such as foundation dissolution asset transfer, trust and estate gifts, and… more