- 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
- Charles Schwab (Orlando, FL)
- …in German and Portuguese is preferred + College for Financial Planning designations ( CFP , AAMS, AWMA, etc..) are preferred **What's in it for you** At Schwab, ... you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our… more
- City National Bank (Los Angeles, CA)
- …* Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities ... licenses preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City… more
- Ebenezer (Minnetonka, MN)
- …+ Certified Dietary Manager Food Protection Manager Certification/ Issued by an ANAB- CFP accredited food sanitation program + Current driver's license in good ... standing **Preferred Qualifications:** + Vocational/Technical Training or Associate Degree - Food Service + Four + years of previous experience **Benefit Overview** Ebenezer offers a generous benefits package, including but not limited to medical, dental,… more