- Unknown (Nashville, TN)
- …for those with exposure to HNW/UHNW client service or financial planning. A CFP (R) certification or coursework completion is strongly preferred, as is a Series 65 ... or equivalent. A Bachelor's degree is required, with a preference for finance, economics, or business-related disciplines. The ideal candidate will have excellent communication and relationship-building skills, strong organizational abilities, and an… more
- Unknown (Franklin, TN)
- …talent pipelines and managing placement partnerships. A background in financial services, CFP education, or advisor recruiting is a strong plus, as is experience ... in building partnerships with schools, associations, or firms. The ideal candidate will be a natural connector, metrics-driven, and energized by the prospect of helping young professionals grow and succeed in their careers. Travel Percent Less than 10%… more
- Unknown (Atlanta, GA)
- …Attorney, or IRS Enrolled Agent is required, with additional certifications such as a CFP or Masters in Tax being a plus. The role demands a deep understanding ... of the financial services industry, particularly in the area of alternative investments, and proficiency in the taxation of partnerships. The ideal candidate will have superior communication, analytical, and decision-making skills, and the ability to… more
- Unknown (New York, NY)
- …relationship management and financial planning expertise. Applicants must have a CFP certification, a minimum of 10 years' of wealth management experience, ... and at least 5 years' of experience as a lead advisor. The ideal candidate will be passionate about their work, with a strong commitment to teamwork, and a desire for personal and professional growth. The company has a proven track record of talent retention… more
- Unknown (San Clemente, CA)
- …Applicants for the Senior Wealth Advisor position at the company should have a CFP certification, which is preferred, and a minimum of 3 years of experience in ... leading relationships with high-net-worth clients. The role is suited to a professional who is adept at building and maintaining client relationships, and who can contribute to the firm's consistent year-over-year growth. The company is known for its… more
- Unknown (Morristown, NJ)
- …position at the company should have a Bachelor's degree, with an MBA, CFA, or CFP highly preferred, and at least 5 years of experience in investment advisory or ... wealth management, particularly with high-net-worth or UHNW clients. The role requires a deep knowledge of investment markets, financial planning, and complex wealth strategies, as well as strong communication, presentation, and client-facing skills. A… more
- Unknown (Los Angeles, CA)
- …or a related field is typically required, along with industry certifications such as CFP , CFA, or equivalent. Travel Percent Less than 10% Functions Finance ... Senior Wealth Advisor About the Company Respected investment management firm Industry Investment Management Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client… more
- Unknown (Chicago, IL)
- …Applicants for the CFO position at the company should have a CPA or CFP , with an MBA or Master's in Accounting/Finance preferred. The ideal candidate will have ... a proven track record of leading accounting and finance teams, with experience in nonprofit financials and strong skills in treasury management and audit preparation. The role requires the ability to communicate complex financial information to executive and… more
- Unknown (Fontana, CA)
- …of experience in wealth advisory, with a strong preference for those holding a CFP (R) designation, and a background in planning and investment with the ability to ... integrate tax and estate strategies. This is a unique opportunity to work with a firm that offers the personalized service of a boutique with the sophisticated infrastructure of a family office, providing the successful candidate with the ability to deliver… more
- Unknown (Stamford, CT)
- …or IRS enrolled agent certification is mandatory, with additional certifications such as CFP or a Master's in tax being advantageous. The role demands superior ... communication, analytical, and decision-making skills, as well as the ability to work effectively in a team and manage a team of tax professionals. The Managing Director will also be expected to have executive presence and the capacity to act as the primary… more
- Unknown (San Diego, CA)
- …client-centric, entrepreneurial environment, with a strong preference for those holding a CFP or similar advanced designation. The role requires a candidate who can ... effectively manage a multi-billion dollar team and is adept at leading the buildout of the region through various business development channels. The ideal candidate will be a strategic thinker, capable of contributing to the company's growth and success… more
- Unknown (Miami, FL)
- …individual with strong presentation, interpersonal, and persuasion skills. A Series 65 and CFP or CFA designation is mandatory. The ideal candidate will be deeply ... tied to or reside in the Chicago area, and must be adept at working independently while also collaborating cross-functionally. This is an exciting opportunity for a professional with ambition, offering the visibility, support, and career advancement potential… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...FDU in Florham, NJ. Required Qualifications: Person should hold CFP with relevant professional experience in the field. Alternatively,… more
- Regions Bank (Tampa, FL)
- …**Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris ... Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank + Master of Laws (LLM) + Certified Public Accountant (CPA) **Skills and Competencies** + Excellent problem solving and interpersonal skills + Excellent verbal… more
- Regions Bank (Atlanta, GA)
- …+ Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Excellent interpersonal skills + Excellent oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and presentation skills + Skilled in applicable computer software… more
- Kestra Financial (Baltimore, MD)
- …needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. . Bachelor's ... degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with CRM platforms (Redtail or similar), MS365, and Excel. . Strong organizational skills, a team-oriented mindset, and a… more
- Regions Bank (Birmingham, AL)
- …towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and written communication skills _This position may be filled at a… more
- Regions Bank (Coral Gables, FL)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Nuveen Investments (Hanover, NH)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Air National Guard Units (Bangor, ME)
- …is responsible for providing voice, data, wireless, Communications Focal Point ( CFP ) and information security services provided to the Wing, supported Geographically ... and maintained by the Unit - network infrastructure, wireless systems, voice systems, and CFP operations. The purpose of this position is to serve as a customer… more
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