- Magellan Health Services (Terre Haute, IN)
- …over a thousand hours of financial counseling experience. General Job Information Title Part Time Personal Financial Counselor; Terre Haute, IN (Job Share ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Thrivent Financial (Oak Creek, WI)
- …to cultivate and maintain relationships within the organization + As part of Thrivent Financial- Ryan VanDeLoo, CFP (R) recruiting/hiring/contracting process, ... Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of...out of Oak Creek, WI. This position is full time . Compensation for this position is commensurate with education… more
- Thrivent Financial (Oak Creek, WI)
- …Financial. This position will be out of Oak Creek, WI. This position is a part time position (32 hours a week). Compensation for this position is commensurate ... Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of...to cultivate and maintain relationships within the organization As part of Ryan VanDeLoo's recruiting/hiring/contracting process, a verification of… more
- SMBC (New York, NY)
- …compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive ... will be in the Liquidity Management Function, which is part of the Corporate Treasury within the SMBC Americas...effective liquidity management. + Maintain the Contingency Funding Plan ( CFP ) for CUSO. Execute the annual CFP … more
- Truist (Chicago, IL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Tampa, FL)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Aegon Asset Management (GA)
- …America to serve everyday people from all walks of life . Today, we're part of an international holding company, with millions of customers and thousands of ... and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving… more
- UMB Bank (Kansas City, MO)
- …is driven by client meetings. (Tues/Wed/Thur on site). **How** **you'll** **spend your time :** + You will be primarily focused on servicing high value family client ... a point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice...applicable experience within Financial Services. + You hold the CFP or in pursuit of. + You have a… more
- Charles Schwab (Chicago, IL)
- …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the ... the finance industry together. The Financial Planning Group is part of the broader Wealth and Advised Solutions organization...**What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7… more
- Charles Schwab (Edina, MN)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... asset and service targets are met. **Managing performance** - Part of this role includes the monitoring of client...to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation, or a Master's Degree in… more
- The American College of Financial Services (PA)
- …or subject matter. Overall, the position may need to align with the CFP (R) Board curriculum and specific programs' curriculum at The College where needed. This ... from remote locations. The Adjunct Faculty position is a part of a pool and may participate in different...Financial Planning practitioner experience: minimum of 5 years of full- time financial planning practitioner experience (or minimum of 3… more
- Air National Guard Units (Cheyenne, WY)
- …STATUS TECHNICIAN POSITION. This position is for an ITSPEC (CUSTSPT), and is part of the WY 153rd Communications Squadron, Wyoming Air National Guard. Military ... is responsible for providing voice, data, wireless, Communications Focal Point ( CFP ) and information security services provided to the Wing, supported Geographically… more
- University of Colorado (Denver, CO)
- …**Faculty Level/Title** **:** Lecturer **Working Title** : Lecturer in Finance **FTE:** Part - time **Salary Range:** $5,535 per 3-credit undergrad course, $6,000 ... 2025-2026 academic year will be made. Appointments will be part - time (less than 50% FTE) and will...finance courses. + Professional designations such as CFA AND CFP are preferred. **Knowledge, Skills, & Abilities** + Knowledge… more
- Truist (Philadelphia, PA)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... Advanced degree or designations such as JD, MBA, or CFP + 15+ Years of fiduciary experience with a...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- University of Colorado (Denver, CO)
- …posting does not necessarily reflect a current, open position. Appointments will be part - time (less than 50%FTE) and will be made semester-by-semester, as ... appointments to temporary, non-tenure-track positions will be made. Appointments will be part - time (less than 50%FTE) and will be made semester-by-semester as… more
- TD Bank (New York, NY)
- …have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary ... + 65 or 66 preferred + Certified Financial Planner ( CFP ), preferred. + Strong understanding of private banking business...+ Self-motivated, able to work independently, as well as part of a team - working well with other… more
- The City of Rochester, MN (Rochester, MN)
- …odometer readings, part maintenance costs, purchase orders, work orders and time entry + Determining the appropriate sales tax implications on various purchases ... general ledger, month-end and year-end closings, journal entries, payroll, department time and equipment cost allocations, maintain fixed assets schedules and review… more
- NBT Bank (Manchester, NH)
- …Banking Services : Various benefits and financial planning assistance . Benefits for Part - Time Employees Working 20+ Hours/Week: + Medical Coverage : Includes ... experience in a leadership or supervisory role preferred. + CFP , CEPA, CExP, CTFA or comparable certifications preferred. Skills...leave at 100% of your salary. Benefits for All Part - Time Employees: + Retirement Plans: Benefit from… more
- Truist (Atlanta, GA)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... applications + Hold or actively working toward industry designations ( CFP , CIMA, CFA, etc.) **Truist stands for better** Our...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Charlotte, NC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or equivalent advanced knowledge course of...any non-temporary position for which you apply, based on full- time or part - time status, position,… more