• Wealth Ops Group Manager - Performance Reporting

    Citizens (Charlotte, NC)
    …+ Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM ... systems. + Experience with RIA operations, performance reporting, and portfolio accounting. + Background in change management and strategic planning within wealth management. + Proven record of consistent employment and long-term tenure Hours & Work Schedule +… more
    Citizens (12/19/25)
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  • Senior Financial Advisor, Advisory Services

    T. Rowe Price (Owings Mills, MD)
    …high-net-worth clients in relationship management and/or financial advisory capacity + CFP (R) designation - Required for role FINRA Requirements FINRA licenses are ... required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for… more
    T. Rowe Price (12/19/25)
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  • Wealth Advisor

    Zions Bancorporation (Bountiful, UT)
    …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
    Zions Bancorporation (12/19/25)
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  • Cook

    Corewell Health (St. Joseph, MI)
    …National Accreditation Board 90 Days And + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Or Preferred + Vocational/Technical courses in food preparation. + A course of sixteen weeks to one year in baking education and cake decorating techniques. How Corewell Health cares for you + Comprehensive benefits package to meet your financial, health, and… more
    Corewell Health (12/19/25)
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  • Full-time Faculty in Business

    Access Dubuque (Dubuque, IA)
    …accredited institution + Professional certifications (eg, PMP, SHRM-CP, CAP, CPIM, CFA, CPA, CFP , CMA) are highly desirable and may be preferred depending on the ... area of specialization + Demonstrated teaching expertise in business and finance disciplines, such as management, business/administrative policy, operations management, business analytics, corporate finance, financial markets, investments, and managerial… more
    Access Dubuque (12/19/25)
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  • Visiting Assistant Professor of Accounting…

    College of Saint Benedict & Saint John's University (St. Joseph, MN)
    …Financial Analyst (CFA), Chartered Market Technician (CMT), Certified Financial Planner ( CFP ), and Certified Public Accountant (CPA). + ABDs will be considered. ... + Evidence of the ability to be an effective teacher at the undergraduate level. + Ability and interest in teaching several finance courses in our catalog (CPAs may also teach some accounting)https://catalog.csbsju.edu/catalog/course-descriptions/acfn/. +… more
    College of Saint Benedict & Saint John's University (12/18/25)
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  • Wealth Advisor

    Zions Bancorporation (San Diego, CA)
    …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
    Zions Bancorporation (12/18/25)
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  • Cook II

    Essentia Health (Fosston, MN)
    …certification OR Food Protection Manager certification as recognized by the ANAB- CFP Accreditation Program required within 90 days of hire/transfer Employee Benefits ... at Essentia Health: At Essentia Health, we're committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs.… more
    Essentia Health (12/18/25)
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  • Senior Associate

    Robert Half Finance & Accounting (Chicago, IL)
    …planning experience + Investment experience preferred, but not required + CPA or CFP (can be candidates of either designation as well) + Individual and pass-through ... entity taxation experience preferred + Committed to professional and client service excellence + Superior verbal and written communication skills + Strong time management skills + Detail and deadline oriented + Strong proficiency with Excel and other programs… more
    Robert Half Finance & Accounting (12/18/25)
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  • Trust Officer

    Insight Global (Orlando, FL)
    …skills to positively represent the bank to clients. *Experience settling estates and working with unique assets. *Preferred: JD, CTFA, and/or CFP certification. ... A typical day involves managing trust accounts to ensure compliance with legal and company standards, making timely distributions to beneficiaries, and maintaining accurate records. You'll work closely with clients to understand their financial goals, explain… more
    Insight Global (12/18/25)
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