- Kestra Financial (Baltimore, MD)
- …passion for financial services. Compensation & Benefits: * Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ... leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses..... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- M&T Bank (York, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... Responsibilities:** + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers… more
- M&T Bank (Annapolis, MD)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and ... **Primary Responsibilities:** *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank… more
- TIAA (Salt Lake City, UT)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Texas Tech University (TX)
- …of Health & Human Sciences at Texas Tech University invites applications for a full-time, 9-month, Assistant Professor of Practice to begin 1/1/2025. **Requisition ... of all responsibilities, duties, skills, work schedule, or travel for the position. * Administer and lead the PFP...modalities. * Facilitate accreditation of the program with the CFP Board and AFCPE. * Maintain strong relationships with… more
- Texas Tech University (TX)
- …recruitment, training, feedback on presentations, maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R), and collaboration with the ... and Human Sciences at Texas Tech University invites applications for a full-time, 9-month Assistant Professor of Practice in...to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Federal and corporate grant… more
- Magellan Health Services (Annville, PA)
- …$45,655 Salary Maximum: $68,485 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Navy Federal Credit Union (Vienna, VA)
- …with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate ... volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee...and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of… more
- US Bank (San Francisco, CA)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity… more
- Texas Tech University (TX)
- …College of Health and Human Sciences at Texas Tech University invites applications for a full-time, 9-month Professor of Practice in Personal Finance position to ... Summer appointments are possible, but not guaranteed, contingent on demand for courses and funding availability. **Requisition ID:** 38869BR **Travel Required:** Up… more
- City National Bank (Las Vegas, NV)
- …Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *Compensation* Starting base salary is not included ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Truist (Greenwich, CT)
- …instill confidence, and build deeper levels of trust with our clients. The base salary for this position ranges from $175,000 to $285,000. **General Description ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Charles Schwab (Irvine, CA)
- …industry + Minimum of 2 years supervisory experiencestrongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic,… more
- Texas Tech University (TX)
- …of Health and Human Sciences at Texas Tech University invites applications for a part-time adjunct 9-month instructor position. This non-tenure track position will ... Personal Financial Planning **Job Type:** Part Time **Job Group:** Instructors ** Salary Grade:** 800 **Does this position work in a research laboratory?:**… more
- Kestra Financial (Denver, CO)
- …+ Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation ... business, or a re.lated field. + Desire to earn CFP designation in 2-3 years + A minimum of...to multi-task in a fast-paced environment. + A passion for helping clients achieve their financial goals. Benefits +… more
- State of Michigan (Saline, MI)
- …Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/4741919) Apply Pharmacist (10-P11) - Center for Forensic Psychiatry Salary $29.79 - $48.01 ... Saline, MI Job Type Permanent Full Time Job Number 3920-25- CFP -023-FILL Department Health and Human Services - Forensic Center...programs that promote a healthy, safe, and stable environment for residents to be self-sufficient. We are committed to… more
- Principal Financial Group (Lake Oswego, OR)
- …in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will ... named to the Forbes list of America's Best Employers for Diversity in 2023. This is our fourth year...on the list. *Heavy incentive component in addition to salary listed. Join us! **Who You Are** + Requires… more
- Principal Financial Group (Omaha, NE)
- …in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will ... named to the **Forbes list of America's Best Employers for Diversity 2022 (https://www.forbes.com/lists/best-employers-diversity/?sh=230da88a6468) .** This is our third… more
- Guardian Life (Columbus, OH)
- …estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, ... 5 years' experience in advanced markets/business owner market + CFP /CLU/ChFC preferred + Possess expert knowledge of tax planning,... for Results + Information Seeking + Respect for Diversity + Self-Assurance ** Salary Range** $95,060.00… more
- Principal Financial Group (Des Moines, IA)
- …6/7 and Series 65/66 required with the ability to meet firm standards for registration within applicable jurisdictions. + CFP (R) (Certified Financial Planner), ... in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will… more