• Sr Financial Planner

    UMB Bank (Kansas City, MO)
    …120 days of employment + 5+ years of applicable experience within Financial Services + CFP or in pursuit of PREFERRED: + CFP or advanced designation MINIMUM: Job ... Skills: + Great communicator with strong interpersonal skills + Systems thinking and complex problem solving + Attention to detail, yet ability to grasp big picture + Highly organized and can effectively multi-task + Understanding of financial services… more
    UMB Bank (10/08/25)
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  • Physician-A (18) - Center for Forensic Psychiatry

    State of Michigan (Saline, MI)
    …Hourly Location Saline, MI Job Type Permanent Full Time Job Number 3920-25- CFP -034-FILL Department Health and Human Services - Forensic Center Opening Date ... interactions; and minor first aide to the staff at CFP . This position, on a regular basis, provides direct...services for a specialized program of psychiatric services at CFP for forensic patients, including training other health care… more
    State of Michigan (10/07/25)
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  • Trust Administration Advisor

    Truist (Atlanta, GA)
    …Working towards or possess an advanced degree or certification (eg JD, MBA, CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software **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 benefits, though eligibility for specific benefits may be… more
    Truist (01/02/26)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (College Station, TX)
    …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
    JPMorgan Chase (01/02/26)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Atlanta, GA)
    …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and… more
    JPMorgan Chase (01/02/26)
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  • VP, Branch Manager- Atlanta (Buckhead)

    Charles Schwab (Atlanta, GA)
    …**Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA, CIMA, and/or AAMS + Strong leadership, management, and motivational skills ... + A desire to lead, a passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise partnerships + Strong candidates will also have excellent communication skills and a track record of success in… more
    Charles Schwab (01/02/26)
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  • Investment Consultant

    Charles Schwab (Indian Wells, CA)
    …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more
    Charles Schwab (01/02/26)
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  • Wealth Management Associate

    Equitable (Dallas, 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
    Equitable (01/02/26)
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  • Financial Professional

    Equitable (Melville, NY)
    …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 Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
    Equitable (01/02/26)
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  • Premier Banker or Advisor- Downtown

    Truist (Atlanta, GA)
    …certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist ... AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking School… more
    Truist (01/02/26)
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