- Magellan Health Services (Columbus, OH)
- …over a thousand hours of financial counseling experience. General Job Information Title Part Time Personal Financial Counselor; Columbus, OH (Job Share Program, ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Texas A&M University - Faculty (College Station, TX)
- …and Life Sciences at Texas A&M University invites applications for one full- time position with a 9-month academic appointment beginning August 1, 2025. Applicants ... All programs are registered with the Certified Financial Planner ( CFP ) Board of Standards. This position provides the opportunity...and written. * The ability to work collaboratively as part of a team. Qualifications Required Qualifications * A… more
- Quinnipiac University (Hamden, CT)
- …seeks highly qualified applicants who are committed to excellence in teaching for part - time faculty opportunities in the Department of Accounting within the ... earned the distinctive AACSB accreditation in accounting. Our 60 full- time faculty, administrators, and administrative support staff are committed...school is a signatory to the UNPRME. As a part of its vision for the future, the School… more
- Morgan Stanley (San Diego County, CA)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... suitable investments and proposed financial strategies * Remain current with all CFP and/or CPWA continuing education requirements * Comply with all regulatory… 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 ... * 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 (Greenwich, CT)
- …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
- Bank of America (Seattle, WA)
- …starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial ... who are invested in your success. You'll be enrolled in the Advisor Develop Program, part of The Academy, to develop as an advisor; the potential for growth is… more
- UMB Bank (Denver, CO)
- …planning best practices + Point of escalation within the team for resolving time sensitive client inquiries and handing complex client advice topics + Works ... 5+ years of applicable experience within Financial Services + CFP or in pursuit of PREFERRED: + CFP...and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay;… more
- Edward Jones (Phoenix, AZ)
- …work-life flexibility, one of the lives it could enhance is yours. **Job Overview** Position Schedule: Full- Time Do you have a desire to be a part of the wealth ... January 1 of each year, as well as sick time , personal days, and a paid day for volunteerism....Insurance license required within 6 months of hire. + CFP , or CFP in progress to be… more
- Charles Schwab (Lone Tree, CO)
- …SCFR Head of Financial Planning & Wealth Management Research & Advice [Rob Williams, CFP (R), RICP(R), CPWA(R)] and will manage a team of 2 directors and 1 analyst. ... tactically in select projects as well as strategically as part of Schwab's retail & advisory advice tools strategy....desirable. + FINRA Series 7 required. + Industry certifications (CFA/ CFP /DIMA) preferred. + Minimum 10 years in the financial… more
- Charles Schwab (Lone Tree, CO)
- …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
- Noblis (Reston, VA)
- …applicable employment laws. The projected compensation range for this position is based on full time status. For part time or on-call staff, compensation is ... acknowledge employees for exceptional performance and superior demonstration of our service standards. Full- time and part - time employees working at least 20… 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 ... platforms and software. **PREFERRED QUALIFICATIONS** + JD, MBA, CPA, CFP + 10+ years of fiduciary experience with a...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- CRC Insurance Services, Inc. (AL)
- …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 ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… more
- University of Colorado (Denver, CO)
- …This 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 ... temporary, non-tenure-track positions will be made. Appointments will be part - time (less than 50% FTE) and will...multiple finance courses. Professional designations such as CFA and CFP are a plus. Applicants must meet minimum qualifications… more
- CRC Insurance Services, Inc. (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 ... license 2. FINRA securities registration 3. CLU, ChFC, and CFP certifications **General Description of Available Benefits for Eligible...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- CRC Insurance Services, Inc. (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 ... specific benefits available for any non-temporary position for which you apply, based on full- time or part - time status, position, and division of work.… 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 ... Life & Health insurance licenses + 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