- Guardian Life (Holmdel, NJ)
- …speaking. + Four-year college degree or equivalent business experience + CLU, ChFC, CFP , RICP, or other professional designations are a plus. + Understanding of the ... general agency distribution system. + Familiarity with Life Insurance & Annuity Illustration software. + Minimum 5 years industry experience preferred. **Salary Range:** $101,180.00 - $166,220.00 The salary range reflected above is a good faith estimate of… more
- Bank of America (Red Bank, NJ)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client… more
- Rowan University (Glassboro, NJ)
- …linked to the fields of accounting or finance. Professional certification (eg, CFP , CFA) and daytime availability are advantageous. To Apply: All applications must ... be submitted through our online application system. http://jobs.rowan.edu/cw/en-us/listing/ Candidates should submit: + cover letter + resume + graduate transcripts + current teaching evaluations + names and contact information of three references Rowan… more
- Deloitte (Jersey City, NJ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM + Prior ... Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The wage range for this… more
- Bank of America (Wayne, NJ)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race,… more
- Guardian Life (Trenton, NJ)
- …meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - ... $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful… more
- JPMorgan Chase (Jersey City, NJ)
- …of team members and stakeholders **Preferred qualifications, capabilities, and skills:** + CFP or CFA Certification is highly preferred Chase is a leading financial ... services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything… more
- Deloitte (Jersey City, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making… more
- Kestra Financial (Cranbury, NJ)
- …of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent communication and interpersonal ... skills + Strong analytical and problem-solving skills + Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously + Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work more
- Deloitte (Jersey City, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered… more