- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- Regions Bank (Atlanta, GA)
- …economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... and/or Economics + Technical training in estate planning and financial and economic markets + Ten (10) years in...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Regions Bank (Jacksonville, FL)
- … Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) **Skills and** ... to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the… more
- Compass Group, North America (Minneapolis, MN)
- …+ Stay informed on industry trends (Office Coffee, Micro Markets, Vending) ** Financial Analysis & Recommendations** + Analyze vendor, client, and internal ... financial performance + Present insights and recommendations to clients...decision-making skills + Advanced proficiency in Microsoft Office (including Planner ) + Excellent communication, presentation, and relationship-building skills +… more
- Marriott (Anaheim, CA)
- …service based on requirements and standards. Monitors and controls financial and administrative responsibilities including asset protection. Provides clear and ... and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of… more
- Swagelok (Solon, OH)
- …or illnesses and documenting potential unsafe conditions. * Supervise Maintenance Planner /Schedulers in the creation of the maintenance schedule and identify ... directed by management. * Create an environment for high associate morale and work with leadership to resolve any...with other functional areas. (Including: Leadership / Business / Financial / Technical skills on Skills Matrix) * Engage… more
- Regions Bank (Atlanta, GA)
- …+ Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
- Commerce Bank (Columbia, MO)
- …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more
- Sage Hospitality Group (Denver, CO)
- …achievement of productivity goals and 100% of activity goals across the team. ** Financial Acumen & Business Reporting** + Conduct monthly P&L reviews with ownership, ... positioning is brand-right, competitive, and elevated through guest- and planner -facing experiences. **Business Development & Community Engagement** + Identify new… more
- Burlington (Burlington, NJ)
- …If you are looking for an internship that reflects the day-to-day of a full-time associate and have an interest in a career as a Merchandise Planner or ... in developing strategies to drive store and chain merchandise financial results. + Develop reports and analyze information to...An hourly pay of $21 per hour. + An associate discount for in-store purchases. + Complimentary on-site gym.… more