- 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
- 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
- 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
- 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
- Air National Guard Units (Tulsa, OK)
- …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
- TIAA (Salt Lake City, UT)
- …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 (New Orleans, LA)
- …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
- Morgan Stanley (Cleveland, OH)
- …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
- 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 (Irvine, CA)
- …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
- Edward Jones (St. Louis, MO)
- …+ 6+ years of experience with deep expertise in financial planning and wealth management ( CFP (R)). + Series 7 and 66 required + CFP /ChFC/CFA required + Technical ... knowledge of financial planning and investment management software (MoneyGuide, Portfolio Tools, etc.). + Proven partnership and collaboration skills. + Experience influencing and coaching leaders. + Strong business acumen and critical thinking skills. +… more
- Texas Tech University (TX)
- …certification relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Experience teaching courses specifically in a ... CFP Board-registered education program or AFC(R) approved curriculum track. 3. Prior leadership or administrative experience, specifically in higher education. 4.… more
- Berkshire Bank (Albany, NY)
- …related to and required by ones duties. Education: + BA or equivalent degree + CFP designation or progress toward CFP preferred Experience: + 5+ years of Wealth ... Management experience managing client relationships with expertise in financial planning + Excellent understanding of capital markets + Strong fiduciary background + Strong relationships with external partners including estate planning attorneys and… more
- City National Bank (Las Vegas, NV)
- …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *Compensation* Starting base salary is not included as this position… more
- Charles Schwab (Orlando, FL)
- …+ 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 license required + 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
- Bank of America (Lake Oswego, OR)
- …+ 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
- 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
- Texas Tech University (TX)
- …sciences, personal finance, consumer & family economics, family resource management). 2. CFP (R) certification required or in the process of obtaining the CFP ... (R) certification. 3. College-level teaching experience or relevant industry experience in financial planning. 3-year minimum **Duty Point:** TTU Lubbock, main campus and affiliated facilities more
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