- Charles Schwab (Tysons Corner, VA)
- …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 Series ... the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience… more
- Charles Schwab (Tysons Corner, VA)
- …this may be the opportunity for you. What you have Required Qualifications: CFP (R) designation or CFA(R) designation Bachelor's degree Active and valid FINRA Series ... 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial… more
- Regions Bank (Atlanta, GA)
- …towards 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 + Skilled in applicable computer software programs + Verbal and written communication skills _This position may be filled at a… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (required). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
- Regions Bank (Tampa, FL)
- …**Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris ... Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank + Master of Laws (LLM) + Certified Public Accountant (CPA) **Skills and Competencies** + Excellent problem solving and interpersonal skills + Excellent verbal… 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
- Fairleigh Dickinson University (Teaneck, NJ)
- Status: No Response Campus: Florham Campus, Madison, NJ
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Vanguard (Newtown Square, PA)
- …success. + Receive robust mentorship opportunities and support from Vanguard CFP (R) professionals and senior management while building the network and leadership ... to prepare you for a career in Personal Investor Advice. + Achieve your CFP (R) certification experience requirement in two years through the CFP Board… more
- Texas A&M University - Faculty (College Station, TX)
- …programs. All programs are registered with the Certified Financial Planner ( CFP ) Board of Standards. This position provides the opportunity for multidisciplinary ... industry or trade associations. + A Certified Financial Planner ( CFP (R)) certification or a commitment to obtain the ...CFP (R)) certification or a commitment to obtain the CFP (R) certification after hire. + Excellent communication skills, both… more
- Vanguard (Newtown Square, PA)
- …will propel you through the experience and help you gain experience toward your CFP (R) certification. We'll stand by you as you stand up for thirty million ... in advice and support you during pursuit of the CFP (R) certification. What it takes The ideal candidate is...3.2 or higher preferred. + Currently enrolled in a CFP Board-Registered program (required). + Desire to sit for… more
- KeyBank (Nyack, NY)
- …finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner ( CFP ) program and completion of the CFP exam prior to ... a minimum undergraduate 3.0 GPA. **Certifications/Licenses** + Certified Financial Planner ( CFP ) certification is preferred for candidates pursuing a career as a… more
- TIAA (Walnut Creek, CA)
- …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
- Air National Guard Units (Kirtland AFB, NM)
- …is responsible for providing voice, data, wireless, Communications Focal Point ( CFP ) and information security services provided to the Wing, supported Geographically ... and maintained by the Unit - network infrastructure, wireless systems, voice systems, and CFP operations. The purpose of this position is to serve as a customer… 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
- Magellan Health Services (Mcconnell AFB, KS)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Air National Guard Units (Lincoln, NE)
- …measures to rectify immediate problems and prevent future occurrences through the CFP . Troubleshoots and diagnoses system failures to isolate source of problems. ... processes and procedures associated with each supported system. Works with the CFP and customers to resolve integration or configuration related issues associated… more
- Magellan Health Services (Richland, MI)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Thrivent Financial (Liverpool, NY)
- Summary This position provides administrative support to Kyle F Mumpton, CFP (R). This role is critical to our member experience and requires a friendly, upbeat ... The Administrative Assistant reports to and is employed by Kyle F Mumpton, CFP (R). Immediate growth track to get NY Life and Health Insurance Licensed (Life,… more
- Charles Schwab (Orlando, FL)
- …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
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