- American Red Cross (CO)
- …related field required. Certification in one or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years of major gift or gift planning ... related field required. Certification in one or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years of major gift or gift planning… more
- Morgan Stanley (Purchase, NY)
- …function, and someone who could attain their Series 7 within 6 months and CFP within two years. Qualifications: * Bachelor's degree required * 1-3 years professional ... computer and data entry skills * Series 7 license within 6 months of start date * CFP within two years of start date * This will be an on-site in office role Morgan… more
- Charles Schwab (Newport Beach, CA)
- …+ Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional designations/certifications (eg, CFP , CFA, ... MBA, CHFC, CPWA) preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years industry experience and… more
- Morgan Stanley (Purchase, NY)
- …with experience in advanced equity planning software. Series 7 & 66 licenses required. CFP required. We will also consider individuals with a Bachelor's degree and 5 ... at a non Senior level of this role. Series 7 & 66 licenses required. CFP required. Morgan Stanley's goal is to build and maintain a workforce that is diverse… more
- Navy Federal Credit Union (San Antonio, TX)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... discipline or related professional experience + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …relationships, and participate in community events. This role requires a bachelor's degree, CFP designation or pursuit of and 5+ years of experience with a ... to develop and manage plans while fostering strong client relationships. * CFP designation or pursuing. * Proficient in financial planning, CRM, and portfolio… more
- Air National Guard Units (Fort Smith, AR)
- …measures to rectify immediate problems and prevent future occurrences through the CFP . Troubleshoots and diagnoses system failures to isolate source of problems. ... processes and procedures associated with each supported system. Works with the CFP and customers to resolve integration or configuration related issues associated… more
- Aegon Asset Management (MI)
- …Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + ... learn new systems/technology. Preferred Qualifications + Certified Financial Planner ( CFP ) Working Conditions + Office environment. + Occasional local travel.… more
- Berkshire Bank (Boston, MA)
- …to and required by one's duties. **Education:** + BA or equivalent degree + CFP (R) designation or progress toward CFP (R) preferred **Experience:** + 5+ years of ... Wealth Management experience managing client relationships with expertise in financial planning + Excellent understanding of capital markets + Strong fiduciary background + Strong relationships with external partners including estate planning attorneys and… more
- T. Rowe Price (Owings Mills, MD)
- …advisory, sales, or relationship management capacity) + FINRA Licenses 7, 66, & 24 + CFP achieved within 2 years of hire Preferred: + MBA or Graduate Degree in ... Business + CFP already attained FINRA REQUIREMENTSFINRA licenses are required and will be supported for this role. WORK FLEXIBILITYThis role is eligible for remote… more