- 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
- Raymond James Financial, Inc. (Hackensack, NJ)
- …exemption or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. ... We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business owners. Seeking dedicated professional to further accelerate… more
- New York University (New York, NY)
- …will have: * Master's degree in financial planning (preferred) or a related discipline * CFP (R) certification * A minimum of 5 years of work experience in the field ... * 1-2 years of client-facing experience * The ability and skills to develop and deliver impactful and engaging course work and program materials in the financial planning domain * Experience in public speaking or corporate training * Teaching experience… more
- Truist (Houston, TX)
- …one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study 8. Advanced 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. Twelve years of experience with area(s) of… more