- JPMorgan Chase (Irvine, CA)
- …preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of ... the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions,… more
- Kestra Financial (Avon, CT)
- …years of experience in financial planning or a related advisory role. + CFP certification or in progress is preferred. + Strong analytical and problem-solving skills ... with a keen attention to detail. + Excellent communication and interpersonal skills to build relationships with clients and team members. + Proficient in financial planning software and Microsoft Office Suite. Benefits Competitive base salary with… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …as needed. Education Required: Bachelor's degree required Professional license (CTFA, CFP , CPA preferred) Experience Required: Minimum of 5 years of demonstrated ... personal trust administration experience; Demonstrated understanding of financial markets and investment theory. Other Requirements: Demonstrated history as a self-starter with tremendous initiative and accountability Ability to travel to client locations as… more
- UCLA Health (Los Angeles, CA)
- …or Nutrition and Dietetic Technician + Registered (NDTR) certification + ANSI- CFP food safety certification required (ServSafe, Prometric, NRFSP, 360 Training) + ... Some post-secondary experience in a field related to research + A minimum of one year's experience as a Diet Technician or Dietetic Assistant in a hospital food service setting + Must demonstrate competency with basic arithmetic skills, including percentage… more
- Thrivent Financial (Minneapolis, MN)
- …+ Financial services advanced designation preferred - ( ie . ChFC , CFP , CAIA) Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and ... retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this… more
- Corewell Health (Dearborn, MI)
- …in health care setting or related field. + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board within 90 days of hire Preferred + ... Associate's Degree in Hospitality or Nutrition. + 1 years of relevant experience in leadership. About Corewell Health As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members, and our… more
- Truist (Philadelphia, PA)
- …one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA, or comparable advanced knowledge course of study 8. Advanced written, verbal, ... problem solving, and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group **Preferred Qualifications:** 1. Ten years of… more
- Bank OZK (Dallas, TX)
- …or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA(R), or AIF(R) certification preferred. + 10+ years of experience in ... institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business… more
- Tyto Athene (Warner Robins, GA)
- …**Responsibilities** : + Oversees the productivity of 10 Command Focal Point ( CFP ) personnel + Provides support to end-users for PC, server, mainframe applications, ... and hardware. + Performs configurations, installations, diagnostics, upgrades, repairs and preventive maintenance of personal computer products and peripherals + May interact with network services, software systems engineering, and/or applications development… more
- Banco Popular Puerto Rico (San Juan, PR)
- …+ Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified ... Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation preferred. Experience Ten (10) years of experience in investments Previous experience in… more