- Kestra Financial (Baltimore, MD)
- …passion for financial services. Compensation & Benefits: * Competitive salary ranging between of $100,000 and $130,000 depending on experience, credentials, and ... leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses..... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- M&T Bank (Williamsport, PA)
- **Overview:** Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance ... Responsibilities:** + Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers… more
- M&T Bank (Prince Frederick, MD)
- …Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and ... **Primary Responsibilities:** *Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank… more
- TIAA (Atlanta, GA)
- … CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred **Physical ... to serve. We are proud that we've been recognized for being one of the world's most ethical companies...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Texas Tech University (TX)
- …of Health & Human Sciences at Texas Tech University invites applications for a full-time, 9-month, Assistant Professor of Practice to begin 1/1/2025. **Requisition ... of all responsibilities, duties, skills, work schedule, or travel for the position. * Administer and lead the PFP...modalities. * Facilitate accreditation of the program with the CFP Board and AFCPE. * Maintain strong relationships with… more
- Texas Tech University (TX)
- …recruitment, training, feedback on presentations, maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R), and collaboration with the ... and Human Sciences at Texas Tech University invites applications for a full-time, 9-month Assistant Professor of Practice in...to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Federal and corporate grant… more
- Magellan Health Services (Fort Eustis, VA)
- …$53,125 Salary Maximum: $84,995 This information reflects the anticipated base salary range for this position based on current national data. Minimums ... needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal… more
- Navy Federal Credit Union (Reston, VA)
- …with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate ... volume and moderate member bases. This position is eligible for the TalentQuest employee referral program. If an employee...and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of… more
- US Bank (San Francisco, CA)
- …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity… more
- Charles Schwab (Lone Tree, CO)
- …be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive ... Planning & Wealth Management Research & Advice [Rob Williams, CFP (R), RICP(R), CPWA(R)] and will manage a team of...& wealth management strategies & topics. **The Schwab Center for Financial Research (SCFR)** Since 1997, the Schwab Center… more
- Charles Schwab (Lone Tree, CO)
- …+ Minimum of 2 years supervisory experience strongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
- Bank of America (Seattle, WA)
- …connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to ... driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for … more
- Leidos (Camp Springs, MD)
- …PWCs and technicians with detailed information as needed. + Provide updates to the CFP 's common operational picture (COP) for senior leader updates. + Establish ... **Description** **Looking for an opportunity to make an impact?** At...to customer leadership and to the Communications Focal Point ( CFP ). + Use automated ticketing tools to assign or… more
- BlackRock (New York, NY)
- …assessing key investment risks and potential mitigants, etc. + Serving as Secretary for CFP 's Climate Impact Committee, a client facing role that involves ... preparation and facilitation of investor meetings and discussions regarding CFP 's ESG risk management and impact reporting. + Market...Experience in investing in emerging markets is a plus. For New York City only: The salary … more
- City National Bank (Woodland Hills, CA)
- …Series 7 and 63 securities licenses and state insurance license required. + CFP designation highly preferred. **Compensation** Starting base salary is not ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. + May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Commerce Bank (Leawood, KS)
- …interesting to you, keep reading and let's talk. Compensation Range Annual Salary : $69,500.00 - $157,000.00 (Amount based on relevant experience, skills, and ... competencies.) For more than a century, Commerce Trust has been...advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred… more
- Texas Tech University (TX)
- …College of Health and Human Sciences at Texas Tech University invites applications for a full-time, 9-month Professor of Practice in Personal Finance position to ... Summer appointments are possible, but not guaranteed, contingent on demand for courses and funding availability. **Requisition ID:** 38869BR **Travel Required:** Up… more
- Truist (Greenwich, CT)
- …instill confidence, and build deeper levels of trust with our clients. The base salary for this position ranges from $175,000 to $285,000. **General Description ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Kestra Financial (Denver, CO)
- …+ Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation ... business, or a re.lated field. + Desire to earn CFP designation in 2-3 years + A minimum of...to multi-task in a fast-paced environment. + A passion for helping clients achieve their financial goals. Benefits +… more
- Principal Financial Group (Lake Oswego, OR)
- …in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will ... named to the Forbes list of America's Best Employers for Diversity in 2023. This is our fourth year...on the list. *Heavy incentive component in addition to salary listed. Join us! **Who You Are** + Requires… more