- First National Bank of Omaha (Overland Park, KS)
- …preferred * Licenses: FINRA Series 65/66 required * Advanced designations desired: CFP (R), CFA(R), CTFA(R), CIMA(R), CPA(R), CEPA Salary Range - $140,000 - $245,000 ... Candidates must possess unrestricted work authorization and not require future sponsorship. **Work Environment:** It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship,… more
- Coldstream Wealth Management (Bellevue, WA)
- …+ Series 65 license plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18 months (at Coldstream's expense) + ... Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus + Excellent communication skills, including writing business… more
- BlackRock (San Francisco, CA)
- …other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP , or progress towards, is strongly preferred + A minimum of 2-4 years ... investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, analytical, technical and client skills + Student of the market with fluid understanding of financial markets,… more
- Truist (Mclean, VA)
- …and health. + Must be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree The annual base salary for this position is $110,000 - ... $130,000. **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… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- …reviews to support internal and external coordination. + Lead and support CFP -FP and ICT activities, including system tracking, briefings, and meeting facilitation. ... + Provide SDA capability updates, readiness inputs, and support planning and transition activities, including OPTs and system reviews. + Guide SDA program resourcing through POM/UFR development, fiscal tracking, and coordination with S8 and program offices. +… more
- Auburn University (Auburn, AL)
- …Giving + Estate Planning + Financial Planning + Financial Sales **Preference:** + CFP + CPA + RR Posting Detail Information **Salary Range** $55,890 - $109,130 ... **Job Category** Auburn Advancement **Working Hours if Non-Traditional** **City position is located in:** Auburn **State position is located:** Alabama **List any hazardous conditions or physical demands required by this position** **Posting Date** 07/31/2025… more
- JPMorgan Chase (Denver, CO)
- …of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance licenses required for ... position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred Qualifications, Capabilities,… more
- Coldstream Wealth Management (Portland, OR)
- …+ Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense) + ... Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus + A Bachelor's degree (finance or related focus is preferred) + Excellent communication, relationship building, and organizational… more
- CentraCare (Paynesville, MN)
- …Training accredited by the American National Standards Institute (ANSI)-Conference for Food Protection ( CFP ) required within 1 1/2 years - can be ServSafe or TAP ... Series CentraCare has made a commitment to diversity in its workforce. All individuals including, but not limited to, individuals with disabilities, are encouraged to apply. CentraCare is an EEO/AA employers. more
- Microsoft Corporation (Redmond, WA)
- …on the nature of your employment with Microsoft and the country where you work. \# CFP #C+E Software Engineering IC3 - The typical base pay range for this role across ... the US is USD $100,600 - $199,000 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $131,400 -… more