• Adjuncts - Adjuncts for CFP Certificate…

    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 ... more
    Fairleigh Dickinson University (01/28/25)
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  • Financial Advisor / CFP - Baltimore,…

    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 ... more
    Kestra Financial (03/11/25)
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  • Investment Portfolio Manager - CFA, Cima,…

    Regions Bank (Tyler, TX)
    …+ Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... more
    Regions Bank (01/22/25)
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  • Assistant Attorney General: Consumer Frauds Bureau

    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 ... more
    New York State Civil Service (03/26/25)
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  • Senior Enforcement Counsel: Consumer Frauds Bureau

    New York State Civil Service (New York, NY)
    …a Senior Enforcement Counsel (SEC) position with the Consumer Frauds and Protection Bureau ( CFP ) in the New York City office. The OAG is committed to protecting New ... more
    New York State Civil Service (01/08/25)
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  • Licensed Client Service Administrator

    Thrivent Financial (Oak Creek, WI)
    Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve ... more
    Thrivent Financial (03/25/25)
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  • Curriculum Fellow in Microbiology

    Harvard University (Cambridge, MA)
    …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) is seeking applications for a Curriculum Fellow (CF) in Microbiology. ... more
    Harvard University (02/06/25)
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  • Certified Financial Planner

    Vanguard (Charlotte, NC)
    …Financial Planner in Charlotte, NC Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading financial institution? Vanguard ... more
    Vanguard (03/28/25)
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  • Manager, Investment Services

    Navy Federal Credit Union (Pensacola, FL)
    …and training programs of a business development organization + Willingness to pursue CFP , ChFC, or CLU or other relevant industry designation after one year of ... more
    Navy Federal Credit Union (03/28/25)
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  • Administrative Assistant

    Thrivent Financial (Oak Creek, WI)
    Summary Ryan VanDeLoo, CFP (R), is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve ... more
    Thrivent Financial (03/25/25)
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  • Wealth Management Advisor

    TIAA (Philadelphia, PA)
    …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... more
    TIAA (03/24/25)
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  • Biomedical Informatics Curriculum Fellow

    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) ... more
    Harvard University (03/22/25)
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  • Personal Financial Counselor, Assignment Ready…

    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 ... more
    Magellan Health Services (03/22/25)
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  • Wealth Advisor III

    Truist (Charleston, SC)
    …check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment ... more
    Truist (03/29/25)
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  • Financial Advisor Senior

    City National Bank (San Francisco, CA)
    …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 ... more
    City National Bank (03/28/25)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …check **PREFERRED QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA + Completion or enrollment ... more
    Truist (03/27/25)
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  • Associate, Liquidity Specialist

    SMBC (New York, NY)
    …etc. + Support the team to conduct the annual Contingency Funding Plan (" CFP ") test by performing various analyses and utilizing market/historical data and enhance ... more
    SMBC (03/27/25)
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  • Financial Advisor

    Navy Federal Credit Union (El Paso, TX)
    …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... more
    Navy Federal Credit Union (03/26/25)
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  • Financial Education Project Manager - (Virtual US)

    Alight (NC)
    …ability to understand and communicate detailed plan provisions and documents. + Have CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days ... more
    Alight (03/25/25)
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  • Private Client Advisor

    Umpqua Bank (Reno, NV)
    …assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... more
    Umpqua Bank (03/25/25)
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