- 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 Francisco, CA)
- …of financial planning experience in a RIA + Must be at least already in the CFP program if currently not a CFP + Must have strong communication and relationship ... building skills Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …3+ years of experience in financial services, specifically in wealth management. + CFP designation is required. + Bachelor's degree in finance, economics, or a ... related field. + Series 65 license, or the willingness to obtain it within the first 90 days. + Proficient with Money Guide Pro, Fidelity's WealthScape, and Schwab's Advisor Center. + Skilled at retaining and expanding a client base. + Actively conduct… more
- Vanguard (Dallas, TX)
- …supportive team with opportunities to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or 66 (or ability to acquire ... within 3 months of assuming position). + Minimum of 3 years of advisory experience, specifically in advice planning, book of business management, and relationship management. + Shown experience managing a book of business with a track record of client… 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
- New York State Civil Service (New York, NY)
- …for Assistant Attorneys General positions with the Consumer Frauds and Protection Bureau ( CFP ) in New York City. The OAG is committed to protecting New Yorkers ... justice in New York state by directly contributing to CFP 's critical and ongoing enforcement work. Unfair and deceptive...those who are impacted billions of dollars each year. CFP enforces consumer protection laws and pursues civil prosecutions… 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
- TIAA (Andover, MA)
- …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
- Coldstream Wealth Management (Bellevue, WA)
- …the Wealth Manager to produce financial plans (or if you have the CFP , create financial plans independently) + Client Onboarding: Overseeing the new client ... plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18...- or willing to get them within 12-18 months; CFP is preferred + Proficiency with Microsoft Outlook, Word,… more
- Morgan Stanley (Walnut Creek, 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
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) is seeking applications for a Biomedical Informatics Curriculum Fellow (CF) ... Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100...Teaching 100 and Teaching 101 + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- Morgan Stanley (Atlanta, GA)
- …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
- 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
- Truist (Charlotte, NC)
- …check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
- Charles Schwab (Tysons Corner, VA)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation, or a Master's Degree in Personal Financial Planning… more
- Truist (Boston, MA)
- …check **PREFERRED QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA + Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA + 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of financial planning experience in a RIA + Must be at least already in the CFP program if currently not a CFP + Must have strong communication and relationship ... building skills Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …2+ years 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 if not already certified. + Familiarity with tools like Redtail, Orion, eMoney, Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus. + Strong communication skills with a personable, professional demeanor. + Detail-oriented, organized, and… more
- Leidos (Camp Springs, MD)
- …objectives and deliverables. + Report alerts to the Communications Focal Point ( CFP ) and relevant stakeholders while working with mission partners and local ... command or operations center, particularly an Air Force Communications Focal Point ( CFP ). + Experience working at the Pentagon, Joint Base Andrews (JBA), and… more
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