- Vanguard (Dallas, TX)
- …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
- Charles Schwab (Westlake, TX)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire)_ + Active FINRA ... financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- Magellan Health Services (Offutt AFB, NE)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (Casper, WY)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Truist (Mclean, VA)
- …check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
- City National Bank (West Hollywood, CA)
- …in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary:… more
- University of Utah (Salt Lake City, UT)
- …experience in the fields of financial planning or family economics is also desirable. CFP (R) certification is not required at the time of hire, but candidates must ... and master's programs in Financial Planning and Counseling are registered with the CFP (R) Board. The FCS department is committed to creating an academic and research… more
- Columbia Bank (Los Angeles, CA)
- …assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel The pay range for this role is… more
- Air National Guard Units (Lincoln, NE)
- …measures to rectify immediate problems and prevent future occurrences through the CFP . Troubleshoots and diagnoses system failures to isolate source of problems. ... processes and procedures associated with each supported system. Works with the CFP and customers to resolve integration or configuration related issues associated… more
- Edward Jones (Tempe, AZ)
- …+ Series 7/66 required within 6 months of hire, consistent with department policy + CFP strongly preferred or start within 6 months of hire. + Deep SME in at ... or one of the financial planning concepts. **What Could Set You Apart:** + CFP , CFA, CPA, law degree or other relevant designation + Advanced knowledge of Edward… more