• Director of Certified Financial…

    University of Michigan (Flint, MI)
    Director of Certified Financial Planner (CFP) Program - Assistant/Associate/Full Professor - School of Management Apply Now **How to Apply** **ATTENTION: ... **Job Detail** **Job Opening ID** 265280 **Working Title** Director of Certified Financial Planner (CFP) Program - Assistant/Associate/Full Professor -… more
    University of Michigan (08/07/25)
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  • Personal Financial Counselor, Assignment…

    Magellan Health Services (Grayling, MI)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
    Magellan Health Services (07/31/25)
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  • Merrill Team Financial Advisor

    Bank of America (Bloomfield Hills, MI)
    …Series 66 and Insurance). + Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the ... Merrill Team Financial Advisor Bloomfield Hills, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
    Bank of America (08/21/25)
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  • US Experienced Financial Advisor

    Edward Jones (Battle Creek, MI)
    …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
    Edward Jones (08/13/25)
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  • Merrill Financial Solutions Advisor…

    Bank of America (Farmington Hills, MI)
    …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Farmington Hills & Associates Market Auburn Hills, Michigan;Clinton Township, Michigan; Farmington Hills, Michigan; Grosse… more
    Bank of America (06/30/25)
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  • Financial Advisor

    Atria Wealth Solutions (Sandusky, MI)
    …Desired Qualifications: + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience ... Job description Through its relationship with Sorrento Pacific Financial , LLC (SPF), Thumb Bank & Trust is...LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to provide retirement and investment services to… more
    Atria Wealth Solutions (06/11/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Farmington Hills, MI)
    …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
    Bank of America (07/08/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Ann Arbor, MI)
    …and Certifications** + FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management ... (preferred) + Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) +… more
    KeyBank (08/18/25)
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  • Wealth Management Associate

    Equitable (Troy, MI)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
    Equitable (08/02/25)
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  • Senior Trust Advisor

    UMB Bank (Rust, MI)
    …You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation. + Demonstrates high proficiency in ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...**Bonus Points if:** + One advanced degree relative to financial & estate planning + Juris doctorate + Supervisory… more
    UMB Bank (08/02/25)
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