- BlackRock (New York, NY)
- **About this role** **Climate Finance Partnership ( CFP ) E&S Officer: Job Description** **Job Title** : Director, CFP E&S Officer **Organization:** BlackRock ... London **Role Description:** + Overall responsibility for management of CFP 's Environmental and Social risks and opportunities + Lead...risks and opportunities + Lead day-to day implementation of CFP 's ESMS, and assist in its review on an… more
- 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
- Vanguard (Dallas, TX)
- …given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their ... approach + Ability to adapt quickly to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (or ability to obtain within 3 months of… more
- Cleveland Clinic (Cleveland, OH)
- …Cleveland Clinic is seeking a board certified/board eligible Complex Family Planning ( CFP ) physician to join our growing service line. The position involves ... and Gynecology Institute within Northeast Ohio, (Cleveland Metropolitan area). The CFP primarily supports our primary maternity centers which includes 4 hospitals… more
- Walmart (Bentonville, AR)
- …("FSC") Consumer Protection and Anti-Fraud team as an experienced Consumer Financial Protection (" CFP ") subject matter expert. As a key team member, you will provide ... guidance and have primary responsibility for all aspects of CFP compliance across Walmart's suite of financial products and...services. This is a unique opportunity for a seasoned CFP professional to shape and lead CFP … more
- Harvard University (Cambridge, MA)
- …(CCB) Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Curriculum Fellow (CF) for the Center for ... Education, Dr. Jaclyn Mallard and the Director of the CFP , Dr. Aimee Hollander. The primary responsibilities of...Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100… more
- TIAA (Denver, CO)
- …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
- TIAA (Waltham, MA)
- …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
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Curriculum Fellow (CF) for the Department ... Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100...Teaching 100 and Teaching 101 + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Therapeutics Graduate Program Curriculum Fellow ( ... TGP Curriculum Fellow will have specific responsibilities to the CFP : + Take required courses, including Teaching 100...Teaching 100 and Teaching 101. + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Required to ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Build, maintain, ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Magellan Health Services (Columbus, OH)
- …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
- Navy Federal Credit Union (North Charleston, SC)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... philosophy, operations, and organizational objectives + In pursuit of designations eg, CFP , ChFC, CLU Hours: Available Monday - Saturday, hours based on business… more
- Commerce Bank (Kansas City, MO)
- …an advisory and fiduciary perspective preferred + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your motor vehicle driving record. If… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of experience in individual tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path to CFP ... certification and have experience at another RIA + Proficiency in Excel and strong quantitative skills for financial analysis model development + Excellent communication skills, particularly in client interactions Please contact Michelle Espejo via LinkedIn or… more
- Bank of America (Princeton, NJ)
- …Excel, and PowerPoint. + Various analytical and stochastic models. + **Qualifications** : + CFP (R) or enrollment in a CFP program strongly encouraged. + JD, CPA, ... CFA, MST, CTFA, MBA (or progress thereto), or equivalent work experience a plus. + Highly organized with a strong attention to detail. + Strong analytical skills. + Strong written and oral communication. **Shift:** 1st shift (United States of America) **Hours… more
- Truist (Charlotte, NC)
- …potential funding stress through the development of a Contingency Funding Plan ( CFP ), Early Warning Indicators (EWI); and coordinate the Liquidity Crisis Management ... in the event of a stress event. Lead the daily reporting of the overall CFP / EWI Status. This is accompanied with the daily completion of the Early Warning Indicator… more
- Commerce Bank (St. Louis, MO)
- …wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your motor vehicle driving record. If… more
- Citizens (Boston, MA)
- …For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... deep tax, legal and planning experience. Education/Certification: + Bachelors Degree is required + CFP is required + JD and legal experience, LLM a plus Hours & Work… more
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