- Access Dubuque (Dubuque, IA)
- …obtain support for registrations and certifications such as the Series 6 & 63 or CFP ┬" . Get inspired at local and national recognition events, earn access to ... leadership programs, and collaborate with experts in our business. In fact, youΓCOll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of ... designations and experience approved by the Wealth Planning management team and hiring manager. more
- Commerce Bank (Kansas City, MO)
- …Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) designation preferred For individuals applying, assigned and/or hired to work ... in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate - CTC job and contemplates a wide range of… more
- New York University (New York, NY)
- …possess advanced academic credentials (Ph.D., or other advanced terminal degree), a CFP (R) certification, and a minimum of five years of substantial direct ... experience relevant to the position. Expertise and familiarity with the fields of financial planning and taxation are required. We seek an individual with professional or administrative experience who can oversee academic content and delivery in alignment with… more
- Equitable (Houston, TX)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial… more
- University of Southern California (Los Angeles, CA)
- …methodologies. + Pref Healthcare Facilities Certifications (eg CHPM, PE, PMP, CFP , LEED AP) Required Licenses/Certifications: + Req Fire Life Safety Training ... (LA City) If no card upon hire, one must be obtained within 30 days of hire and maintained by renewal before expiration date. (Required within LA City only) The annual base salary range for this position is $145,600.00 - $240,240.00. When extending an offer of… more
- Equitable (Tampa, FL)
- …Opportunity to earn specialized designations such as Certified Financial Planner ( CFP (R)) **Compensation & Benefits** + Unlimited earning potential and comprehensive ... benefit plans sponsored by the company: Health Plan (medical, dental, and vision insurance at company-subsidized rates (as applicable)); 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group… more
- AmeriHealth Caritas (Newtown Square, PA)
- …preferred but not required. or professional certifications (eg, CEBS, SPHR, CRPS, or CFP ) preferred but not required. + Preferred Experience Level (if different from ... minimum required): 12 + years of experience in benefits administration, with a strong focus on strategic benefit design and implementation. + 12+ years of experience in benefits administration, with a strong focus on strategic benefit design and implementation… more
- Truist (Nashville, TN)
- …learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA, CPA, CFP 2. 10+ years of fiduciary experience with a focus on business ... development and relationship management **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… more
- Kestra Financial (Sewickley, PA)
- …services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series 65/66 preferred (or ability to obtain) + CFP or CIMA preferred ... Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities + Support Lead Advisor with analysis, client service, and technical assistance + Learn the… more