• Financial Advisor / CFP - Baltimore,…

    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
    Kestra Financial (12/10/24)
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  • Assistant Attorney General: Consumer Frauds Bureau

    New York State Civil Service (New York, NY)
    …(2) year commitment upon being hired is a condition of employment. Additional Comments The salary range for this position is $81,159 - $173,265 + $3,400 in ... Assistant Attorney General: Consumer Frauds Bureau (3746) Occupational Category Legal Salary Grade NS Bargaining Unit M/C - Managerial/Confidential (Unrepresented) … more
    New York State Civil Service (12/25/24)
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  • Senior Enforcement Counsel: Consumer Frauds Bureau

    New York State Civil Service (New York, NY)
    …(2) year commitment upon being hired is a condition of employment. Additional Comments The salary range for this position is $81,159 - $173,265 + $3,400 in ... Senior Enforcement Counsel: Consumer Frauds Bureau (3756) Occupational Category Legal Salary Grade NS Bargaining Unit M/C - Managerial/Confidential (Unrepresented) … more
    New York State Civil Service (01/08/25)
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  • Affluent Market Financial Advisor (Draw…

    M&T Bank (Parsippany, NJ)
    **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 (01/13/25)
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  • Affluent Market Financial Advisor- (Draw…

    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
    M&T Bank (12/27/24)
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  • Wealth Management Advisor

    TIAA (Philadelphia, PA)
    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
    TIAA (01/14/25)
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  • Wealth Advisor, Wealth Management

    Robert Half Finance & Accounting (CA)
    …in business development. + CFP (R) designation or scheduled for the CFP (R) exam. Unique Selling Points: + Competitive salary with a quarterly team-based ... please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP , Wealth Management Location: Peninsula, Hybrid Schedule Salary : $150-170k +… more
    Robert Half Finance & Accounting (01/18/25)
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  • Assistant Professor of Practice - PFP

    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
    Texas Tech University (01/10/25)
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  • Physician-A (18) - Center for Forensic…

    State of Michigan (Saline, MI)
    …consultative services for a specialized program of psychiatric services at CFP for forensic patients, including training other health care professionals and ... Psychiatry Print (https://www.governmentjobs.com/careers/michigan/jobs/newprint/4770868) Apply  Physician-A (18) - Center for Forensic Psychiatry Salary $89.43 - $125.72… more
    State of Michigan (01/07/25)
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  • Personal Financial Counselor, Assignment Ready…

    Magellan Health Services (Columbus, OH)
    …$45,655 Salary Maximum: $68,485 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
    Magellan Health Services (12/18/24)
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  • Financial Advisor I

    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
    Navy Federal Credit Union (01/14/25)
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  • Wealth Management Trust Officer

    US Bank (Milwaukee, WI)
    …Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility- for -employment) . The salary range reflects ... you excel at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned...a Professional Designation such as a CTFA or a CFP Must possess superior communication skills in working with… more
    US Bank (01/07/25)
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  • Private Wealth Advisor

    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
    US Bank (11/02/24)
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  • Sr. Wealth Advisor

    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
    Truist (12/26/24)
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  • Operations Watch Specialist

    Leidos (Camp Springs, MD)
    **Description** The Leidos Digital Modernization sector has an opportunity for a Operations Watch Specialist (Ops Watch) supporting Air Force users in the National ... team is a 24/7/365 manned function. This position is for a member of a 4-person team responsible ...deliverables. + Report alerts to the Communications Focal Point ( CFP ) and relevant stakeholders while working with mission partners… more
    Leidos (12/19/24)
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  • Associate Financial Advisor/Planner

    Robert Half Finance & Accounting (San Francisco, CA)
    …financial services. + Holder of either Series 65, CFA, CFP or CPA. If not a CFP , intention to sit for the exam within the next 2 years. + Familiarity with ... Title: Associate Financial Advisor/Planner Location: San Francisco; Hybrid (3 days in) Salary : $90-115k + Bonus (10-20%, depending on firm performance) About the… more
    Robert Half Finance & Accounting (01/17/25)
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  • Assistant Professor of Finance

    Access Dubuque (Dubuque, IA)
    …of Business, Engineering, and Innovation at Loras College invites applicants for a full-time, tenure-track Assistant Professor position in Finance available August ... and Wealth Management meets the educational requirements of the CFP (R) Board. Combined with the CPA prep curriculum of...the Finance major, although there is a strong preference for candidates with analytics interests and the ability to… more
    Access Dubuque (01/15/25)
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  • Senior Regional Manager, Schwab Wealth Advisory

    Charles Schwab (Tysons Corner, VA)
    …industry + Minimum of 2 years supervisory experiencestrongly 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
    Charles Schwab (12/30/24)
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  • Center for Advancing Financial Education…

    Oregon State University (Corvallis, OR)
    …Dept (BUS) Position Title Coordinator-Student Service Job Title Center for Advancing Financial Education Program Manager Appointment Type Professional Faculty ... or Hybrid option? Job Summary The College of Business is seeking a Center for Advancing Financial Education ( CAFE ) Program Manager. This is a full-time (1.00… more
    Oregon State University (01/23/25)
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  • Sr Director - Institutional Wealth Management…

    Principal Financial Group (Los Angeles, CA)
    …this may be the job for you! *Heavy incentive component in addition to salary listed. We take pride in being a purpose-led firm, motivated by our mission to make ... **What You'll Do** This role drives sales activities for our Institutional Wealth management within the RIA...or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. ** Salary Range Information** This position… more
    Principal Financial Group (01/08/25)
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