- 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
- Robert Half Finance & Accounting (San Rafael, CA)
- …Requirements + 2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. + Bachelor's degree or ... higher from an accredited university, preferably in financial planning, business, accounting, finance, economics, or law. + Demonstrated personal integrity and professional initiative. + Proficiency in in-house office systems such as Salesforce and Box. +… 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
- Texas A&M University - Faculty (College Station, TX)
- …programs. All programs are registered with the Certified Financial Planner ( CFP ) Board of Standards. This position provides the opportunity for multidisciplinary ... engaging with private industry or trade associations. * A Certified Financial Planner ( CFP (R)) certification or a commitment to obtain the CFP (R) certification… more
- Harvard University (Cambridge, MA)
- …(CCB) Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Curriculum Fellow (CF) for the Center for ... one-on-one mentorship from Dr. Gentleman, the Director of the CFP , Dr. Aimee Hollander and senior members of...Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100… more
- Morgan Stanley (San Diego County, CA)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... and proposed financial strategies * Remain current with all CFP and/or CPWA continuing education requirements * Comply with...or other business-related field * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses… more
- TIAA (Atlanta, GA)
- …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
- Morgan Stanley (Chicago, IL)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... prospects' financial planning needs. * Remain current with all CFP and/or CPWA continuing education requirements * Comply with...or other business-related field * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses… more
- Texas Tech University (TX)
- …teaching standards across modalities. * Facilitate accreditation of the program with the CFP Board and AFCPE. * Maintain strong relationships with alumni to provide ... and consensus building. 2. Experience teaching courses specifically in a CFP Board-registered education program or AFC(R) approved curriculum track. 3. Public… more
- Texas Tech University (TX)
- …presentations, maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R), and collaboration with the Charles Schwab Foundation Financial ... certification relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Federal and corporate grant writing and grant… more
- Magellan Health Services (Columbus, OH)
- …the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). Must have over a ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Charles Schwab (Westlake, TX)
- …+ Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA, ... MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 licenserequired + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years industry… more
- Navy Federal Credit Union (Reston, VA)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... discipline or related professional experience + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy,… more
- Bank of America (Seattle, WA)
- …+ Achieve additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved ... exceeded.Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) by start date.… more
- Leidos (Camp Springs, MD)
- …status of changes/jobs to customer leadership and to the Communications Focal Point ( CFP ). + Use automated ticketing tools to assign or re-assign tasks/jobs between ... and technicians with detailed information as needed. + Provide updates to the CFP 's common operational picture (COP) for senior leader updates. + Establish and… more
- The American College of Financial Services (PA)
- …or subject matter. Overall, the position may need to align with the CFP (R) Board curriculum and specific programs' curriculum at The College where needed. This ... They include, but are not limited to: + Required Industry Designations: CFP (R) + Preferred Industry Designations: AFC(R), CFA(R), CPA(R), EA(R). + Preferred The… more
- BlackRock (New York, NY)
- …investment risks and potential mitigants, etc. + Serving as Secretary for CFP 's Climate Impact Committee, a client facing role that involves coordination, ... preparation and facilitation of investor meetings and discussions regarding CFP 's ESG risk management and impact reporting. + Market research: Performing market… more
- US Bank (San Francisco, CA)
- …act as a business owner + Professional designation such as CFA or CFP is preferred This position requires National Mortgage Licensing System (NMLS) registration ... independently and act as a business owner - Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during… more
- Charles Schwab (Lone Tree, CO)
- …SCFR Head of Financial Planning & Wealth Management Research & Advice [Rob Williams, CFP (R), RICP(R), CPWA(R)] and will manage a team of 2 directors and 1 analyst. ... required, Masters desirable. + FINRA Series 7 required. + Industry certifications (CFA/ CFP /DIMA) preferred. + Minimum 10 years in the financial industry, including… more
- Kestra Financial (Denver, CO)
- …Requirements + Bachelor's degree in finance, business, or a re.lated field. + Desire to earn CFP designation in 2-3 years + A minimum of 2 years of experience in the ... bonus + Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation more
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