- Kestra Financial (Hamilton Township, NJ)
- …of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent communication and interpersonal ... skills + Strong analytical and problem-solving skills + Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously + Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work more
- Neuberger Berman (New York, NY)
- …and written communication skills + Expert proficiency in eMoney software + CFP (R) designation required \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa ... sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$250,000. This is the lowest to highest salary we in… more
- Raymond James Financial, Inc. (Denver, CO)
- …65 + Series 7 and 66 can be used instead of the 65 + Applicable designation or CFP can be used instead of the 65 or 66 and must be in good standing + Additional ... licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. more
- Principal Financial Group (Des Moines, IA)
- …That Will Help You Stand Out** + Industry designations (eg CLU, ChFC, CFP , FLMI), or progress towards, preferred **Salary Range Information** Salary ranges below ... reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending… more
- M&T Bank (Danvers, MA)
- …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 $72,200.00 - $120,300.00 Annual (USD). The successful candidate's particular combination of… more
- CIBC (Atlanta, GA)
- …Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 15+ years of experience in ... portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. + Financially savvy:… more
- Penn Medicine (West Chester, PA)
- …violations to supervisor or manager in a timely manner. Credentials: + CFP ServSafe Food Protection Education or Equivalent Experience: + HS Diploma/GED (Required) ... + Education Specialization:Equivalent Experience: We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation… more
- Robert Half Finance & Accounting (Westborough, MA)
- …7 & 63 (or 65/66) required Clean U4; Life/Health/Variable Annuity licenses and CFP (R) preferred Robert Half is the world's first and largest specialized talent ... solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer… more
- University of Colorado (Denver, CO)
- …record of teaching multiple finance courses. Professional designations such as CFA and CFP are a plus. _Applicants must meet minimum qualifications at the time of ... hire._ Special Instructions to Applicants:Questions should be directed to Jian Yang at ###@ucdenver.edu (https://apptrkr.com/get\_redirect.php?id=5605726&targetURL=###@ucdenver.edu) Lecturers will be selected from the pool on a semester-by-semester basis as… more
- US Bank (Cincinnati, OH)
- …insurance licenses are desired. __ - Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills ... to assess client needs - Proficient computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - Well-developed analytical and problem-solving skills -… more