- Robert Half Finance & Accounting (San Ramon, CA)
- …consideration, reach out to Michelle Espejo via email or LinkedIn. Requirements + CFP (R) huge plus. + 5+ years of client-facing advisory experience. + Self-starter ... with strong analytical skills and ethical conduct. + East Bay candidates (San Ramon area preferred). + Collaborative, relationship-focused, and growth-oriented. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest… more
- Corewell Health (Grand Rapids, MI)
- …- STATE_MI State of Michigan Upon Hire + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Preferred + Associate's Degree Hospitality or Nutrition + 1 year of relevant experience Leadership About Corewell Health As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members and… more
- Trace Systems Inc (Shaw AFB, SC)
- …on Firewall Exemption Requests (FERs)/Bluecoat Exemption Requests (BERs); + Maintain the CFP status display systems to remotely monitor and track status of all ... systems, networks and connections, including internal and external links and circuits; + Serve as focal point for ASIs and time change order/item (eg, NOTAMs, TCTOs, + TCNO, MTO, CCO and CTO) management, processing, tracking and status reportingacross all… more
- Truist (Leesburg, VA)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the… more
- PNC (Washington, DC)
- …- Experience in Corporate Transactional work (reading company documents) preferred - CFP is preferred. PNC will not provide sponsorship for employment visas or ... participate in STEM OPT for this position. **Job Description** + Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject… more
- US Bank (Naples, FL)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible schedule, which ... means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process,… more
- Wells Fargo (New York, NY)
- …following credentials highly desired: Juris Doctor (JD) degree, CTFA ,CPA, or CFP designations + Excellent verbal, written, and interpersonal communication skills + ... Strong presentation skills **Job Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements… more
- T. Rowe Price (Owings Mills, MD)
- …of education and relevant experience + 5+ years of total relevant work experience + CFP designation - Must be current and active to be considered for this role + ... FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66. Preferred: + Exceptional listening and presentation skills + Desire to quickly learn and implement new financial tools, technologies, and conversation expectations FINRA… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements** 50-75% ... + Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …del Rosario - I'd love to connect! Requirements What We're Looking For: + CFP Designation Required + Bachelor's Degree Required + Minimum of 5 years of experience ... in a client-facing financial advisory or relationship management role. + Strong expertise in financial planning, portfolio administration, and banking operations. + Proven ability to develop and maintain meaningful client relationships. + Excellent analytical… more