- Alight (IL)
- …ability to understand and communicate detailed plan provisions and documents. + Have CRPC or CFP or the ability to acquire CRPC or CFP designation within 90 days ... of employment. + Have Microsoft Office experience, especially PowerPoint and Excel. + Able to travel up to 15%. **Alight requires all virtual interviews to** **be conducted** **on video.** **Flexible Working** So that you can be your best at work and home, we… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …of 2 years of experience in financial planning or a related field. * A CFP or pursuing a CFP highly desired * Exceptional communication skills for engaging ... with clients and team members. * Strong attention to detail and organizational abilities. * Creativity in developing financial strategies and solutions. * Knowledge of registered investment practices and wealth management. * Ability to work collaboratively… more
- Commerce Bank (St. Louis, MO)
- …wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience, skills, abilities, and education… more
- Access Dubuque (Dubuque, IA)
- …Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP ┬", CERTIFIED FINANCIAL PLANNER┬", and CFP ┬" (with plaque design) in ... the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization' initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial… more
- Kestra Financial (Denver, CO)
- …Requirements + Bachelor's degree in finance, business, or a related field. + Desire to earn CFP designation in 2-3 years + A minimum of 2 years of experience in the ... share + Retirement plan with company match + Unlimited vacation + Health insurance offered + Disability coverage + Educational allowance for pursuing CFP designation more
- Charles Schwab (Westlake, TX)
- …Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP )** + A client-centric focus - keeps clients in forefront of decisions, ... industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP , etc.) **What's in it for you** At Schwab, you're empowered to shape… more
- JPMorgan Chase (New York, NY)
- …contribute to a fast-paced agenda. Additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Support cross-functional teams ... or related financial services roles is preferred. + Additional certifications (CFA, CFP , CMT) are a plus. + Proficiency in data analytics, Excel, PowerPoint,… more
- Air National Guard Units (Scott AFB, IL)
- …customer technical assistance and support for all users. Work with the CFP and customers to resolve integration or configuration related issues associated with ... measures to rectify immediate problems and prevent future occurrences through the CFP . Respond to trouble reports by analyzing problems, providing solutions, and… more
- Aegon Asset Management (GA)
- …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. + ... quickly learn new systems/technology. Preferred Qualifications: + Certified Financial Planner ( CFP ) Working Conditions: + Remote environment. + Onsite for client… more
- Thrivent Financial (Liverpool, NY)
- Summary This position provides administrative support to Kyle F Mumpton, CFP (R). This role is critical to our member experience and requires a friendly, upbeat ... The Administrative Assistant reports to and is employed by Kyle F Mumpton, CFP (R). Immediate growth track to get NY Life and Health Insurance Licensed (Life,… more