- 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
- State of Michigan (Saline, MI)
- Clinical Social Worker 12 CFP Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/5159240) Apply Clinical Social Worker 12 CFP Salary $37.04 - ... Hourly Location Saline, MI Job Type Permanent Full Time Job Number 3920-26- CFP -014-FILL Department Health and Human Services - Forensic Center Opening Date… more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner ( CFP ) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement ... Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - Financial… 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 (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)
- …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
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …region. Course / Program Description The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing the student ... student with skills and knowledge necessary to pass the CFP Board Exam. Job Description We are looking for...teach in-person in our Westwood or Downtown locations. A CFP designation is not required but still preferred for… more
- TIAA (Los Angeles, CA)
- …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
- Vanguard (Dallas, TX)
- …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
- Magellan Health Services (Mcconnell AFB, KS)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Commerce Bank (St. Louis, MO)
- …wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience, skills, abilities, and education… more
- Magellan Health Services (El Segundo, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Robert Half Finance & Accounting (Mountain View, 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 Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.… more
- Access Dubuque (Dubuque, IA)
- …Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP ┬", CERTIFIED FINANCIAL PLANNER┬", and CFP ┬" (with plaque design) in ... the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization' initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial… more
- Kestra Financial (Denver, CO)
- …Requirements + Bachelor's degree in finance, business, or a related field. + Desire to earn CFP designation in 2-3 years + A minimum of 2 years of experience in the ... share + Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation more
- Charles Schwab (Westlake, TX)
- …Legacy systemsPreferred - industry specific licensing and/or designations (CPIM, CFA, CFP , etc. + Preferred - industry specific licensing and/or designations (CPIM, ... CFA, CFP , etc.) **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and… more
- Charles Schwab (Phoenix, AZ)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire) + Active FINRA ... financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- Charles Schwab (Jersey City, NJ)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... and the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation or CFA(R) designation required (may consider 24 month condition of… more
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