• Wealth Advisor

    Truist (Chattanooga, TN)
    …check **PREFERRED QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA + Completion or enrollment ... in certification programs such as CFA, CFP , CPWA and CPA + 5 or more years of sales and client management experience in the Wealth Management and demonstrated… more
    Truist (07/02/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to ... learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications + CFP (R) designation required. Additional certifications such as the CFA,… more
    Vanguard (07/02/25)
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  • Wealth Advisor - SF - Hybrid

    Robert Half Finance & Accounting (San Francisco, CA)
    …experience working for a wealth management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining a CFP ) + ... Experience using a financial planning software, eMoney is a plus + Proficient in Microsoft Office Suite Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Robert Half is the world's first and… more
    Robert Half Finance & Accounting (06/14/25)
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  • Systems Administrator

    Alaka'ina Foundation Family of Companies (Maui County, HI)
    …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... urgent; and 90% for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550) and 0600-1500 (MSSC), excluding… more
    Alaka'ina Foundation Family of Companies (06/13/25)
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  • Associate Advisor - Catalyst Retirement Advisors

    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
    Kestra Financial (06/09/25)
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  • Retirement Planning Consultant - Augusta, GA

    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
    Aegon Asset Management (05/29/25)
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  • Network Administrator

    Alaka'ina Foundation Family of Companies (Maui County, HI)
    …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... urgent; and 90% for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550) and 0600-1500 (MSSC), excluding… more
    Alaka'ina Foundation Family of Companies (05/15/25)
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  • Chinese-Speaking Financial Advisor

    Insight Global (San Francisco, CA)
    …Skills and Requirements FLUENT IN MANDARIN AND/OR CANTONESE Four-year degree and CFP designation. 7+ years in financial and/or estate planning related work, ... preferably at a professional financial services company or wealth management firm. Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis. Unquestioned commitment to integrity in personal and professional… more
    Insight Global (08/09/25)
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  • Merrill Financial Solutions Advisor - North…

    Bank of America (Jacksonville, FL)
    …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses ​ **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client… more
    Bank of America (08/09/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (State College, PA)
    …**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 (08/09/25)
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