- 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
- 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
- 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
- Edward Jones (East Hartford, CT)
- …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
- CIBC (Boston, MA)
- …bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 6-8 years of ... experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients. + **Trust & Estate… more
- slippery rock university (Slippery Rock, PA)
- …prior work experience in Finance and/or professional certification (such as CFA , CFP ), will be given preference. Posting Detail Information Posting Date Closing ... Date Open Until Filled Yes Respect for Individuals in the Community Slippery Rock University provides an environment that respects, encourages, and promotes the talents and contributions of all. Slippery Rock University values a community with a shared sense… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans,… more
- Edward Jones (St. Louis, MO)
- …Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA, CFP , CFA, ChFC,) + Strong technical aptitude and analytical skills **INTERNAL ... APPLICANTS ONLY:** Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or… more
- Equitable (Portsmouth, NH)
- …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: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial… more
- Edward Jones (Tempe, AZ)
- …6 months of hire, consistent with department policy + Begin pursuing CFA or CFP within six months. + Technical aptitude -knowledge of the following: firm's A&G, ... investment products, portfolio construction, or one of the financial planning concepts. **What Could Set You Apart:** + Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial planning topical area,… more
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