- Vanguard (Newtown Square, PA)
- …experience, Vanguard's one-of-a-kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When ... you for a career in Personal Investor Advice. + Achieve your CFP (R) certification experience requirement in two years through the CFP Board Apprenticeship… more
- Aegon Asset Management (MI)
- …for a major client at one or more locations. Ensures that overall program objectives are met, including the delivery of quality group educational meetings and ... (CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu...Dental Insurance + Vision Insurance + Employee Discounts + Career Training & Development Opportunities Health and Work/Life Balance… more
- Texas Tech University (TX)
- …or AFC(R). + Experience teaching financial planning courses specifically in a CFP Board-registered education program . + Professional practice and client-facing ... through teaching in an area of expertise, mentoring students in professional and career preparation and serving as liaison with professional contacts and entities on… more
- UMB Bank (Kansas City, MO)
- …years relevant experience working with business owners + Bachelor's degree _PREFERRED:_ + CFP or advanced designation + JD + MBA **Knowledge & Skills** _MINIMUM:_ + ... Environment** Hybrid Office Centric (60/40) with occasional travel **Potential Career Options** **:** **Supervision/Management:** subject to strategic build-out, vision… more
- UMB Bank (Kansas City, MO)
- …this, we provide training and support to encourage success in our associate's career . We also recognize that work/life balance and community involvement is important ... if you have a Juris Doctorate or CTFA or CFP **Compensation Range:** Minimum: $69,230.00 - Maximum: $179,300.00 _The...associates, such as Paid Time Off; a 401(k) matching program ; annual incentive pay; paid holidays; a comprehensive company… more
- Morgan Stanley (Tempe, AZ)
- …in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to ... of Morgan Stanley Financial Advisors. The Virtual Engagement Associate (VEA) Program was launched to support experienced Financial Advisors by executing aspects… more
- Atria Wealth Solutions (Greenville, SC)
- …with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives ... sales process and procedures as established through the TFA program . + Follows the established securities and insurance compliance...and Series 7 + LUTCF, CLU, ChFC, CRPC, or CFP designation or working towards the completion of one… more
- MUFG (New York, NY)
- …means investing in talent, technologies, and tools that empower you to own your career . Join MUFG, where being inspired is expected and making a meaningful impact is ... development, forecasting and reporting. The ideal candidate will possess a strong foundation in data science, with proven expertise in statistical analysis, machine… more
- KBR (Los Angeles, CA)
- …agencies. KBR's areas of expertise include engineering, logistics, operations, science, program management, mission IT and cybersecurity. KBR strives to create a ... Part 45. Receive, put into record and issue all GFP/ CFP , Equipment and UFP, maintain property records in appropriate...School Diploma or GED: Required as a basic educational foundation . + Attention to Detail: Precision and attention to… more