- Trace Systems Inc (Shaw AFB, SC)
- …on Firewall Exemption Requests (FERs)/Bluecoat Exemption Requests (BERs); + Maintain the CFP status display systems to remotely monitor and track status of all ... more
- Access Dubuque (Dubuque, IA)
- …obtain support for registrations and certifications such as the Series 6 & 63 or CFP (R) . Get inspired at local and national recognition events, earn access to ... more
- Essentia Health (Fargo, ND)
- …certification OR Food Protection Manager certification as recognized by the ANAB- CFP Accreditation Program required within 90 days of hire/transfer Employee Benefits ... more
- Vanguard (Charlotte, NC)
- …industry and are willing to coach and support their peers. Qualifications + CFP (R) designation required. Additional certifications such as the CFA, CTFA or CPA ... more
- Bank of America (San Francisco, CA)
- …issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Accounting experience/Personal Tax Planning or CPA ... more
- Regions Bank (Birmingham, AL)
- …**Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) **Skills and** **Competencies** + Excellent ... more
- Truist (Miami, FL)
- …13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other advanced post-graduate ... more
- Bank of America (Irvine, CA)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). Please Note that ... more
- Vanguard (Malvern, PA)
- …or equivalent combination of training and experience. Graduate degree preferred. + CFP preferred. + This job requires a regulatory license and/or registration (eg ... more
- Atria Wealth Solutions (Dublin, CA)
- …Advisor experience preferred + Advanced Industry Designations preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge of financial institution ... more
- First Horizon Bank (Coral Gables, FL)
- …63/65. Life & Health insurance license required. * Additional certifications (eg, CFP , CFA) strongly encouraged. * Proven consultative sales skills and a ... more
- Oriental Bank (San Juan, PR)
- …required, Series 66 or 65 license is preferred. Certified Financial Planner ( CFP ) certification preferred. + In-depth knowledge of financial products and services ... more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work ... more
- Truist (Charlotte, NC)
- …Working towards or possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software **General ... more
- Vanguard (Dallas, TX)
- …roles. + Undergraduate degree required. + SIE, Series 65/66 licenses required. + CFP (R) preferred, with a commitment to pursue the designation. + Regulatory licenses ... more
- Principal Financial Group (Des Moines, IA)
- …preferably within the pension, trust, annuities and/or custody space. + CFA, CFP , or an actuarial pedigree **strongly preferred** + Strong ambitious attitude with ... more
- BMO Financial Group (Minneapolis, MN)
- …strategies, charitable giving alternatives, and business continuity strategies.** **Having JD/ CFP /CPA designations is a plus!** Provides specialized wealth planning ... more
- M&T Bank (Los Angeles, CA)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. **Education** Bachelor's: Accounting, Bachelor's: Business Administration, ... more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM. ... more