- Walmart (Bentonville, AR)
- …("FSC") Consumer Protection and Anti-Fraud team as an experienced Consumer Financial Protection (" CFP ") subject matter expert. As a key team member, you will provide ... guidance and have primary responsibility for all aspects of CFP compliance across Walmart's suite of financial products and...services. This is a unique opportunity for a seasoned CFP professional to shape and lead CFP … more
- Citigroup (Getzville, NY)
- …of this role will be working on the Citigroup Contingency Funding Plan ( CFP ). This would require the prospective candidate to have **strong numerical skills** as ... they may be required to calibrate Early Warning Indicators, Market Triggers/ CFP triggers and perform financial modelling to assist in the determination of a… more
- TIAA (Overland Park, KS)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Citizens (Fort Washington, PA)
- …more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... advisors and departments Education/Certifications: + Bachelors Degree required + CFP Strongly Preferred - If the candidate does not...Preferred - If the candidate does not have the CFP (R) designation, they must work toward attaining it within… more
- Morgan Stanley (Naples, FL)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... and proposed financial strategies * Remain current with all CFP and/or CPWA continuing education requirements * Comply with...or other business-related field * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses… more
- Fort Pitt Capital Group, LLC (Harrisburg, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Required to ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Harvard University (Cambridge, MA)
- …Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Curriculum Fellow (CF) for the Department ... Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100...Teaching 100 and Teaching 101 + Participate in weekly CFP group meetings and pedagogical journal clubs. + Present… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Build, maintain, ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of experience in individual tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path to CFP ... certification and have experience at another RIA + Proficiency in Excel and strong quantitative skills for financial analysis model development + Excellent communication skills, particularly in client interactions Please contact Michelle Espejo via LinkedIn or… more
- Kestra Financial (Westport, MA)
- …Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP (R) and located in Westport, Massachusetts. Our firm has the ability to ... of contact for any infrastructure requests * Other duties as assigned by CFP (R) Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word and… more