- TD Bank (Cherry Hill, NJ)
- …Planning: Wind-down and valuation modeling, forecasting and contingency planning ( CFP , CCP), critical functions identification and mapping. Analyzing intra-group ... funding flows and exposures, operational continuity planning, capital triggers, recovery indicators, EWI and escalation mechanisms. + CIO function: investment management, hedge execution, HQLA composition, valuation, mark-to-market + **Detailed knowledge of… more
- Equitable (Woodbridge, NJ)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
- Equitable (Woodbridge, NJ)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - ... 6:00PM CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland… more
- Navy Federal Credit Union (Cherry Hill, NJ)
- …of financial data Desired Qualifications + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy, operations, ... and organizational objectives + Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 200 Lake Drive East, Suite 100, Cherry Hill,… more
- JPMorgan Chase (Paramus, NJ)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
- PNC (Cherry Hill, NJ)
- …- eMoney experience - Management of people in a team environment - CFP certification - Experience working with various levels of Sr. management - Strong ... leadership skills - Strategic planning experience - People and process management experience **Job Description** + Directs and oversees the Wealth Strategy function, including critical measurements of assigned market or group. Supports the overall mission and… more
- Bank of America (Pennington, NJ)
- …and ultra-high net worth clients. + JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. **Skills:** + Business Development + Critical Thinking + Oral Communications + ... Presentation Skills + Wealth Planning + Active Listening + Collaboration + Customer and Client Focus + Pipeline Management + Written Communications + Adaptability + Attention to Detail + Issue Management + Prioritization **Minimum Education Requirement:** High… more
- Truist (Paramus, NJ)
- …Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid ... solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Bank of America (Jersey City, NJ)
- …field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + ... Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more