• Dream Finders Homes LLC (Jacksonville, FL)
    …public company in SEC reporting department or related department Pursuit of Certified Public Accountant License preferred Knowledge of financial reporting ... role, you will assist with numerous functions related to financial reporting and compliance. ESSENTIAL DUTIES AND RESPONSIBILITIES :...Oversee the preparation and maintenance of the SEC Reporting Planner , as well as aligning the Planner more
    Upward (08/11/25)
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  • Community & Regional Planner

    Ada County (Boise, ID)
    Community & Regional Planner Print (https://www.governmentjobs.com/careers/adacounty/jobs/newprint/5113462) Apply  Community & Regional Planner Salary ... serve as a key advisor to the Development Services Director , the Planning & Zoning Commission, and the Board...are required. POSITION GENERAL SUMMARY: A Community and Regional Planner develops land use plans and programs that help… more
    Ada County (10/15/25)
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  • Managing Director - Principal…

    Principal Financial Group (Mount Pleasant, SC)
    …community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...open to hiring up a level to Sr. Managing Director based on experience. **Work Authorization/Sponsorship** At this time,… more
    Principal Financial Group (10/17/25)
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  • Society Executive Director CS

    Institute of Electrical and Electronics Engineers (Los Alamitos, CA)
    …program Meeting planning, as represented in the Certified Meeting Planner (CMP) credentialing program Budgetary and financial management, as represented ... Society Executive Director CS (E2637) - 250275 : EXE-A50 Description...Develops and forecasts the annual budget. Responsible for the financial health of the product lines. Accountable for the… more
    Institute of Electrical and Electronics Engineers (09/27/25)
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  • Brokerage Market Director

    Truist (Dallas, TX)
    …including overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. ... market within a region, working closely with the Regional Director . Duties include executing on the market's and firm's...from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture… more
    Truist (08/13/25)
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  • Director of Dedicated Planning & Investment…

    Thrivent Financial (Auburn, WA)
    …+ Previous administrative/secretarial experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial ... SIPC member and a wholly owned subsidiary of Thrivent Financial . Position summary: The Director of Dedicated...designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( 7/66,… more
    Thrivent Financial (09/24/25)
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  • Associate Director Continuing Education,…

    Colorado State University (Fort Collins, CO)
    …position. Preferred Job Qualifications + Master of Business Administration ( MBA ) + Certified Meeting Planner ( CMP ) or Certified Association Executive ... Posting Detail Information Working TitleAssociate Director Continuing Education, TMI Position LocationFort Collins, CO Work LocationPosition is fully… more
    Colorado State University (10/03/25)
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  • Community Development Director

    City of Treasure Island (Treasure Island, FL)
    …equivalent combination of education, training, and experience. + American Institute of Certified Planner (AICP) highly desired. Knowledge, Skills, and Abilities ... Community Development Director Print (https://www.governmentjobs.com/careers/mytreasureisland/jobs/newprint/5123024) Apply  Community Development Director more
    City of Treasure Island (10/25/25)
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  • Assistant/Associate Professor of Practice / CFR…

    Texas Tech University (TX)
    … Planning. All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the ... **Extended Job Title:** Assistant/Associate Professor of Practice / CFR Director **Organization:** Texas Tech University **Position Description:** The School of… more
    Texas Tech University (08/26/25)
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  • Brokerage Regional Director

    Truist (Vienna, VA)
    …+ Master's degree in a business-related field + Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc + Completion of ... region by working in close coordination with the Division Director . Duties include executing on the region's and firm's...with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture… more
    Truist (10/28/25)
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  • Director , Retirement Income - Life Company

    USAA (San Antonio, TX)
    …license + MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
    USAA (10/22/25)
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  • Executive Director of Gift Planning

    University of North Carolina- Chapel Hill (Chapel Hill, NC)
    …in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP ( Certified Financial Planner ), or CPA , is preferred. * ... commuting distance of their assigned duty station. The Executive Director of Gift Planning will serve as a key...Background: Experience working in or closely with the legal, financial , or wealth management industries (eg, estate planning attorney,… more
    University of North Carolina- Chapel Hill (10/16/25)
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  • Director , Accounting

    L3Harris (Palm Bay, FL)
    …Schedule: 9/80 Every other Friday off Job Description: We are seeking a Director , Accounting to lead the Accounting, Financial Reporting and Revenue Recognition ... space, air, land, sea and cyber domains in the interest of national security. Job Title: Director , Accounting Job Code: 30350 Job Location: Camden NJ. or Pam Bay FL.… more
    L3Harris (10/26/25)
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  • US Private Bank - Wealth Strategist - Executive…

    JPMorgan Chase (Summit, NJ)
    …Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial ... worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train,… more
    JPMorgan Chase (08/27/25)
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  • Private Wealth Advisor / Director

    BMO Financial Group (Indianapolis, IN)
    …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
    BMO Financial Group (10/15/25)
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  • Planning Manager (Open & Promotional)

    Spokane County (Spokane, WA)
    …may be substituted, year for year, for education. + American Institute of Certified Planner (AICP) certification is preferred. Selection Factors + Knowledge of ... and under the general supervision and direction of the Planning Director . Supervision is exercised directly over professional planners. TOTAL COMPENSATION: $96,195… more
    Spokane County (09/01/25)
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  • Homeownership Counselor

    Community Housing Innovations (Fishkill, NY)
    …utilizing the web-based client management system, Counselor Max. + Become a HUD Certified Housing Counselor within the first six months of employment. + Please note ... a home purchase contract is signed; affordability may be reviewed by Director + Collect and review all required pre-closing documents: mortgage loan commitment,… more
    Community Housing Innovations (08/27/25)
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  • Patient Care Manager - Full Time (32 Hours/Week)

    Munson Healthcare (Traverse City, MI)
    …Eligible to sit for, and successfully pass, the test for certification as a Certified Case Manager (CCM) or Accredited Case Manager (ACM) within 2 years of ... post-discharge care providers. Refers appropriate cases to the Complex Discharge planner + Collaborates with Post-Acute Coordinators to monitor and facilitate the… more
    Munson Healthcare (10/15/25)
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