- Zions Bancorporation (Salt Lake City, UT)
- …Bachelor's degree in Finance, Economics, Accounting, Financial Planning or a related field. + CFP required. + CPA, JD, or MBA preferred. + Advanced knowledge as a ... generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving skills. + Excellent communication and interpersonal skills. + Proficiency in financial… more
- M&T Bank (Buffalo, NY)
- …trust/fiduciary product, Financial Planning, Managed Accounts, or insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ... ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 (USD). The successful candidate's particular combination of… more
- CentraCare (Paynesville, MN)
- …Training accredited by the American National Standards Institute (ANSI)-Conference for Food Protection ( CFP ) required within 1 1/2 years - can be ServSafe or TAP ... Series CentraCare has made a commitment to diversity in its workforce. All individuals including, but not limited to, individuals with disabilities, are encouraged to apply. CentraCare is an EEO/AA employers. more
- Corewell Health (Grand Rapids, MI)
- …National Accreditation Board 90 Days and + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Preferred + High School Diploma or equivalent + High volume call center and Electronic Medical Record experience How Corewell Health cares for you + Comprehensive benefits package to meet your financial, health, and work/life balance goals. Learn more here… more
- Principal Financial Group (Houston, TX)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business… more
- Enterprise Bank & Trust (Clayton, MO)
- …CRM tools (Salesforce) **Certificates, Licenses and Registrations:** + CPA or CFP designation required. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is ... committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human… more
- Guardian Life (Bethlehem, PA)
- …+ Bachelor's degree or equivalent life insurance business experience + CLU, ChFC, CFP , or other professional designation a plus + Understanding of the general agency ... distribution system + Thorough knowledge of the life insurance industry with emphasis on whole life products, Guardian Life products and the target markets they serve + Experience working in life insurance sales and/or support with sales staff + 5 years life… more
- Commerce Bank (Columbia, MO)
- …required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your ... motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's driving record criteria; ongoing employment may… more
- M&T Bank (Wilmington, DE)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful… more
- M&T Bank (Wilmington, DE)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $139,700.00 - $232,900.00 Annual (USD). The successful… more
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