- UMB Bank (Denver, CO)
- …Primarily focused on servicing high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; ... and experience that provides and equivalent background + 5+ years of applicable experience within Financial Services + CFP or in pursuit of PREFERRED: + CFP … more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Texas A&M University - Faculty (College Station, TX)
- …in Financial Planning programs. All programs are registered with the Certified Financial Planner ( CFP ) Board of Standards. This position provides the ... be considered for the faculty title of Assistant or Associate Professor in the Financial Planning Program,...with private industry or trade associations. * A Certified Financial Planner ( CFP (R)) certification or… more
- Principal Financial Group (Des Moines, IA)
- …the ability to meet firm standards for registration within applicable jurisdictions. + CFP (R) (Certified Financial Planner ), ChFC(R) (Chartered Financial ... **What You'll Do** As a Sr. Associate Business Management - Financial Planning, support key process improvement and growth initiatives within Financial … more
- BECU (Bothell, WA)
- …details regarding BECU Benefits can be found here . **IMPACT YOU'LL MAKE:** As an Associate Financial Advisor at BECU, you will play a pivotal role in providing ... + **Professional Development Support** : Provide guidance and support to Financial Planner Administrative Assistants or BECU Investment Services employees,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience of financial planning and high-net-worth client interactions. + Certified Financial Planner ( CFP ) designation is required. + Demonstrated ... billion in assets under management, is seeking a driven Associate Advisor to join their San Francisco team. Immerse...with daily opportunities to make an impact in the financial world. Benefit from a HYBRID work schedule, comprehensive… more
- Texas Tech University (TX)
- …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... consist of 75% administrative leadership and support as the Associate School Director for the School of Financial...1. Active professional certification relevant to personal finance and financial planning, such as the CFP (R) and… more
- Magellan Health Services (Columbus, OH)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable (Melville, NY)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) professional and Chartered ... Wealth Management Associate - NY, Woodbury (6004) ( 24000053 )...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Bala Cynwyd, PA)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Wealth Management Associate - PA, Bala Cynwyd (5127) ( 240000HS...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- M&T Bank (Rochester, NY)
- …Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner ) certification M&T Bank is committed to ... of an integrated wealth management offering consistent with individual financial goals of clients. **Primary Responsibilities:** + Maintain current knowledge… more
- M&T Bank (Paramus, NJ)
- …sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… more
- Edward Jones (Columbus, OH)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner ( CFP ) designation is a must. + Exceptional ability ... billion in assets under management, is searching for an energetic and dedicated Associate Advisor to join their San Francisco team. Experience a culture that… more
- Regions Bank (Mobile, AL)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- Regions Bank (Birmingham, AL)
- … Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) **Skills ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more
- Regions Bank (Hattiesburg, MS)
- …+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
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