• Staff Analyst /Transportation…

    MTA (New York, NY)
    Staff Analyst /Transportation Planner Series Job ID: 11050 Business Unit: MABSTOA Location: New York, NY, United States Regular/Temporary: Regular Department: ... Transit Authority Date Posted: Apr 10, 2025 Description Job Information Title: Transportation Planner Series / Analyst Series First Date of Posting: TBD… more
    MTA (03/26/25)
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  • Staff Analyst /Transportation…

    MTA (New York, NY)
    Staff Analyst /Transportation Planner Series - Operations Planning Job ID: 10963 Business Unit: MABSTOA Location: New York, NY, United States ... Authority Date Posted: Mar 19, 2025 Description JOB INFORMATION Title Staff Analyst / Transportation Planner Series First Day of Posting 3.18.2025 Last Day of… more
    MTA (03/19/25)
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  • Staff Analyst /Transportation…

    MTA (New York, NY)
    Staff Analyst /Transportation Planner Series - Operations Planning Job ID: 11408 Business Unit: MABSTOA Location: New York, NY, United States ... Authority Date Posted: Apr 16, 2025 Description Job Information Title: Staff Analyst /Transportation Planner Series First Date of Posting: 4/16/2025 Last Date… more
    MTA (04/17/25)
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  • Financial Planner

    Access Dubuque (Dubuque, IA)
    …insurance licensing, Securities Industry Essentials(R), Series 6, Series 7, Series 63, and more + Certified Financial Planner (R) licensing support 2 + ... Financial Planner **Northwestern Mutual** 3 Positions ID: 62067 Posted...Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement*… more
    Access Dubuque (02/20/25)
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  • Assistant Retail Finance Analyst

    Navy Exchange Services (NEX) (Virginia Beach, VA)
    …Merchandise Financial Planner is the entry-level class in the professional Planner series . This classification performs a range of routine professional ... Title: Assistant Retail Finance Analyst / Associate Retail Finance Analyst ...Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of… more
    Navy Exchange Services (NEX) (03/20/25)
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  • Wealth Management Advisor (Hackensack, NJ)

    TIAA (Hackensack, NJ)
    …relationships with affluent clients or equivalent experience; Required **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 ... (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board... Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst more
    TIAA (04/29/25)
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  • Premier Region Director

    Truist (Dallas, TX)
    …enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management ... affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, Series 24, Series 66 or 65/63 registrations and applicable Insurance… more
    Truist (04/17/25)
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  • Financial Planning Internship

    Access Dubuque (Dubuque, IA)
    …20250430 Featured Job 0 TH Ad 0 TH Comments **Similar Jobs** Financial Planner Northwestern Mutual Financial Analyst Dupaco Community Credit Union **Share this ... obtain support for registrations and certifications such as the Series 6 & 63 or CFP (R) . Get...licensing (life, health, DI, LTC) + Support for SIE, Series 6, Series 63 registrations (eligibility required)… more
    Access Dubuque (02/20/25)
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  • Sports & Entertainment Group Corporate…

    Truist (Atlanta, GA)
    …, Chartered Alternative Investment Analyst , Certified Investment Management Analyst , Accredited Asset Management Specialist, Certified Financial Planner , ... with disabilities to perform the essential functions. * Bachelor's Degree * FINRA: SIE, Series 7, 63/65 or 66, Life, Health, and Variable insurance licenses. * 7 or… more
    Truist (04/29/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Columbus, OH)
    Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
    KeyBank (04/22/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
    KeyBank (04/18/25)
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  • Premier Advisor

    Truist (Sarasota, FL)
    …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset ... for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance… more
    Truist (04/29/25)
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