- 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
- 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