- Kestra Financial (San Antonio, TX)
- …written and verbal. + Ability to thrive in a fast-paced environment and manage multiple priorities. + CFP designation or progress toward certification is preferred. ... Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals. Key Responsibilities: + Assist in the preparation, analysis, and presentation of financial plans for clients. + Conduct in-depth research… more
- Principal Financial Group (Des Moines, IA)
- …Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner ( CFP ) supported and encouraged for growth and development + Using data analysis ... to achieve results, financial planning competence, extensive industry knowledge, understanding of competitor's product offering, and business practices **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have… more
- American Heart Association (Jacksonville, FL)
- …Experience:** + Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA, highly preferred. + Ten (10) years of experience preferred. ... **Compensation & Benefits** The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details. + **Compensation** - Our goal is to ensure you have a competitive base… more
- KeyBank (Cleveland, OH)
- …ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high ... net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and software… more
- JPMorgan Chase (New York, NY)
- …Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA, or CFP preferred + Proven sales success and strong business acumen + Experience or ... demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** + Proactive, takes initiative, and uses… more
- Tarleton State University (Stephenville, TX)
- …Academic (SA) status. + Professional experience or certifications (eg, CFA, CFP ) that complement academic qualifications. + Interest in applied learning, student ... engagement, and interdisciplinary collaboration. Academic Rank: + Rank will be determined by reviewing the faculty member's record of years of experience and professional achievements in teaching, service, and research consistent with the Texas A&M system… more
- Vanguard (Malvern, PA)
- …or equivalent combination of training and experience required. Graduate degree preferred. CFA/ CFP preferred. + Minimum of five years related work experience. At ... least 3 years prior experience in investment/investment product analysis, data analysis/analytics, and/or technical product management. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we… more
- Robert Half Finance & Accounting (Reston, VA)
- …public accounting firm or finance at a large public firm/company. - MBA, CPA, CFP , or CFA qualification will be at an advantage. -Advanced Excel experience. - ... Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real estate business is… more
- PNC (Mobile, AL)
- …and will need to have served in a similar role in the market. A CFP is preferred for this position. PNC will not provide sponsorship for employment visas or ... participate in STEM OPT for this position. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients.… more
- Corewell Health (Grand Rapids, MI)
- …ANSI National Accreditation Board 90 Days + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Preferred + Preferred Vocational/Technical courses in food preparation. + A course of sixteen weeks to one year in baking education and cake decorating techniques About Corewell Health As a team member at Corewell Health, you will play an essential role in… more