- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...FDU in Florham, NJ. Required Qualifications: Person should hold CFP with relevant professional experience in the field. Alternatively,… more
- Kestra Financial (Baltimore, MD)
- …needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. . Bachelor's ... degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with CRM platforms (Redtail or similar), MS365, and Excel. . Strong organizational skills, a team-oriented mindset, and a… more
- Regions Bank (Indianapolis, IN)
- …+ Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in applicable computer software programs + Verbal and… more
- Thrivent Financial (Oak Creek, WI)
- Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve ... This position provides licensed administrative/insurance/investment support to Ryan VanDeLoo, CFP (R) of Thrivent Financial. This position serves as a resource… more
- TIAA (Knoxville, TN)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- SMBC (New York, NY)
- …thresholds/limits for effective liquidity management. + Maintain the Contingency Funding Plan ( CFP ) for CUSO. Execute the annual CFP test by collaborating ... liquidity position updates, liquidity metrics framework / governance, funding strategies, CFP , etc. Respond to regulatory inquiries/exams and provide information on… more
- Thrivent Financial (Oak Creek, WI)
- Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve ... summary: This position provides administrative support to Ryan VanDeLoo, CFP (R) of Thrivent Financial. This position serves as a...Administrator reports to and is employed by Ryan VanDeLoo, CFP (R) of Thrivent Financial. This position will be out… more
- Vanguard (Dallas, TX)
- …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
- Alaka'ina Foundation Family of Companies (Maui County, HI)
- …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550)...and submit any authorized service interruption requests to the CFP , Director of Operations, Mission Assurance section, and base… more
- Texas Tech University (TX)
- …coaching sessions, and maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R). Recruit members for the KEY Advisory Board and lead the ... relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Development experience, including federal and corporate… more
- Magellan Health Services (Mcconnell AFB, KS)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Charles Schwab (Lone Tree, CO)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire)_ + Active FINRA ... financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- Charles Schwab (Westlake, TX)
- …+ Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA, ... MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience working for a wealth management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining a CFP ) + ... Experience using a financial planning software, eMoney is a plus + Proficient in Microsoft Office Suite Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Robert Half is the world's first and… 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 ... client portal and financial planning software. **B** **onus points if:** + You hold CFP or advanced designation. + You are FINRA Series 65 licensed. + You have… more
- Alaka'ina Foundation Family of Companies (Maui County, HI)
- …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... urgent; and 90% for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550) and 0600-1500 (MSSC), excluding… more
- TIAA (Charlotte, NC)
- …Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards required Upon Hire ... Sedentary Work **Career Level** 6IC **Please note** , a Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards designation is required at… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... software tools Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of Navy Federal's functions,… more
- Truist (Chicago, IL)
- …check **PREFERRED QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA + Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA + 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
- Kestra Financial (Denver, CO)
- …Requirements + Bachelor's degree in finance, business, or a related field. + Desire to earn CFP designation in 2-3 years + A minimum of 2 years of experience in the ... share + Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation more
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