- University of St. Thomas (Minneapolis, MN)
- …professional qualifications such as Certified Financial Analyst (CFA) or Certified Financial Planner (CFP), or prior experience teaching courses in ... candidates with expertise in all areas of finance, including Financial Management, Corporate Finance, Strategic Finance, Investments, Security Analysis, Investment… more
- Charles Schwab (Richfield, OH)
- …for serving clients - this role is for you. **What you have** **Preferred:** + Certified Financial Planner (CFP) and/or Certified Wealth Strategist (CWS) ... our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the… more
- Equitable (Raleigh, NC)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Aegon Asset Management (MI)
- …skills. + Ability to quickly learn new systems/technology. Preferred Qualifications: + Certified Financial Planner (CFP) Working Conditions: + Remote ... than a century ago, we were among the first financial services companies in America to serve everyday people...United in our purpose, we help people create the financial freedom to live life on their terms. What… more
- CIBC (Chicago, IL)
- …, ideally with exposure to client relationship management, and must hold a ** Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a ... a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a… more
- Columbia Bank (Los Angeles, CA)
- …5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Makes Us Different:** As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- Thrivent Financial (IL)
- …+ Previous administrative/secretarial experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial ... including all team members, procedures and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of … more
- JPMorgan Chase (Summit, NJ)
- …Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial ... worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train,… more
- Commerce Bank (St. Louis, MO)
- …working with high-net-worth clients in an advisory and fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust ... 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
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