- Robert Half Finance & Accounting (San Francisco, CA)
- …that elevates the client experience and strengthens firm-wide capabilities Requirements + CFP (R) or Series 65 required + Bachelor's degree in Finance or related ... field + Approximately 5-7+ years of hands-on experience delivering holistic financial planning solutions + Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management + Demonstrated experience… more
- Corewell Health (Grand Rapids, MI)
- …in health care setting or related field + CRT-Accredited Food Protection Manager, CFP - ANSI National Accreditation Board ANSI National Accreditation Board 90 Days ... Preferred + Associate's Degree Hospitality or Nutrition + 6 months of relevant experience 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… more
- Ebenezer (Minnetonka, MN)
- …+ Certified Dietary Manager Food Protection Manager Certification/ Issued by an ANAB- CFP accredited food sanitation program + Drivers License Current drivers license ... in good standing **Preferred Qualifications:** + Vocational/Technical Training or Associate Degree - Food Service + Four + years of previous experience **Benefit Overview** Ebenezer offers a generous benefits package, including but not limited to medical,… more
- City National Bank (Los Angeles, CA)
- …* Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities ... licenses preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City… more
- Healthcare Services Group, Inc. (Tampa, FL)
- …show proof of or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first 14 days of employment. ... + Certified Dietary Manager (CDM) course participant, or certification as required by State & County law. + Must successfully achieve the eLuminate Food Service Manager (FSM) and Long-Term Care Food Service (LTC-FSM) certifications within the first 60 days of… more
- Bank of America (Boynton Beach, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- PNC (Erie, PA)
- …following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge needed - Able ... and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the… more
- Vanguard (Malvern, PA)
- …degree or equivalent combination of training and experience. + Progress toward CFP , CFA, or other investment-related certification preferred. + This role requires a ... regulatory license and/or registration (eg, FINRA, state, SFC), determined by Compliance based on role-specific duties. Training & Career Path You will receive comprehensive training on how to sell the Vanguard way. Upon successful completion of the program… more
- HUB International (Providence, RI)
- …business or an equivalency of education and experience. + CLU, RICP and/or CFP designations highly desired. + Life Insurance license and Series 6 required. ... **Compensation:** Sales VP's receive a base salary plus an unlimited production bonus, auto allowance and comprehensive T&E reimbursement. Your benefits will include an exceptional healthcare package, 401(k) plan and paid-group life insurance. Disclosure… more
- Charles Schwab (Westlake, TX)
- …may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid ... FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory experience, including creating and… more
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