- Robert Half Finance & Accounting (Orinda, CA)
- …in client meetings. If you're currently enrolled or planning to start the CFP (R) program, this role offers an unparalleled opportunity to apply your education in ... roles + Enrolled in or planning to begin the CFP (R) certification program + Eager to learn and grow...covered BART pass or parking + Educational support for CFP (R) coursework, exam prep, and continuing education + Beautiful… more
- TIAA (Walnut Creek, CA)
- …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
- Robert Half Finance & Accounting (Orinda, CA)
- …a highly collaborative team. If you're currently in (or about to begin) a CFP (R) program and want to apply what you're learning in a professional, high-integrity ... Are already enrolled in (or planning to start) a CFP (R) program + Want to work somewhere that actually...+ Covered BART pass or parking + Education support: CFP (R) courses, exam prep, and more + Beautiful East… more
- Magellan Health Services (Fresno, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Umpqua Bank (Sacramento, CA)
- …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 ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This posting is part of… more
- Magellan Health Services (Camp Pendleton, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Charles Schwab (Irvine, CA)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire) + Active FINRA ... financial services industry working directly with clients\ **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- City National Bank (Los Angeles, 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 ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience working for a wealth management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining a CFP ) + ... Experience using a financial planning software, eMoney is a plus + Proficient in Microsoft Office Suite Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Robert Half is the world's first and… more
- JPMorgan Chase (San Diego County, CA)
- …and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section ... 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm,… more