- T. Rowe Price (Owings Mills, MD)
- …skills + FINRA Series 7 and 66, or 63/65, licenses Preferred: + CFP (R) designation - Assistance provided to obtain professional designation + 2-5+ years' experience ... in financial services offering investment management + Exceptional listening and presentation skills + Desire to quickly learn and implement new financial tools, technologies, and conversation expectations + In-depth understanding of retail investment vehicles… more
- Zions Bancorporation (St. George, UT)
- …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
- JPMorgan Chase (Hemet, CA)
- …Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half ... of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Licenses/Certifications:** * SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA, or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
- T. Rowe Price (Owings Mills, MD)
- …high-net-worth clients in relationship management and/or financial advisory capacity + CFP (R) designation - Required for role FINRA Requirements FINRA licenses are ... required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for… more
- Access Dubuque (Dubuque, IA)
- …accredited institution + Professional certifications (eg, PMP, SHRM-CP, CAP, CPIM, CFA, CPA, CFP , CMA) are highly desirable and may be preferred depending on the ... area of specialization + Demonstrated teaching expertise in business and finance disciplines, such as management, business/administrative policy, operations management, business analytics, corporate finance, financial markets, investments, and managerial… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …Financial Analyst (CFA), Chartered Market Technician (CMT), Certified Financial Planner ( CFP ), and Certified Public Accountant (CPA). + ABDs will be considered. ... + Evidence of the ability to be an effective teacher at the undergraduate level. + Ability and interest in teaching several finance courses in our catalog (CPAs may also teach some accounting)https://catalog.csbsju.edu/catalog/course-descriptions/acfn/. +… more
- Zions Bancorporation (San Diego, CA)
- …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
- 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