- Robert Half Finance & Accounting (San Francisco, CA)
- …of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan to sit for the CFP exam within two years ... partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial information. + Develop ... consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be...RIA + Must be at least already in the CFP program if currently not a 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
- BECU (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
- 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 (Portland, OR)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) professional and Chartered ... Wealth Management Associate - OR, Portland (5133) ( 240000JL )...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (Cedar Rapids, IA)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Wealth Management Associate - IA, Cedar Rapids, Iowa City (5137)...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 (New York, NY)
- …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
- Regions Bank (Orlando, FL)
- …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 (Birmingham, AL)
- …Business Administration (MBA) + Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary **Skills ... functions and regular personalized service to clients, beneficiaries, and financial representatives. Administration includes providing high-quality service to clients/beneficiaries… 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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