- Matter Family Office (Dallas, TX)
- …BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience serving ... family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care Flexible… more
- Clark Construction Group, LLC (Arlington, VA)
- CFP , an award-winning general contractor that specializes in building all things multi-family residential, is currently hiring a Project Manager. As Project Manager, ... you will be a part of a leadership team dedicated to directing the day-to-day management of the project. You will create a project plan that outlines the tasks, timelines, and resources required to achieve the project's goals. The Project Manager will lead… more
- Clark Construction Group, LLC (Mclean, VA)
- CFP , an award-winning general contractor that specializes in building all things multi-family residential, is currently hiring a Superintendent. As a Superintendent, ... you will leverage your capacity for innovation and problem-solving to lead field operations to ensure an exceptional project is delivered to our clients. You will oversee self-performed and contracted work ensuring compliance with contract documents and the… more
- Clark Construction Group, LLC (Mclean, VA)
- CFP , an award-winning general contractor that specializes in building all things multi-family residential, is currently hiring an Assistant Superintendent. The ... Assistant Superintendent coordinates field operations for specific areas and/or specific self-performed and subcontracted trades on a project. Assistant Superintendents ensure that construction work is completed according to a project's planned sequence and… more
- Bank of America (Tulsa, OK)
- …* 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
- Penn Medicine (West Chester, PA)
- …federal regulations.Daily sanitation and cleaning of work stations. Credentials: + CFP ServSafe Food Protection (Required) Education or Equivalent Experience: + HS ... Diploma/GED (Required) + Education Specialization:Equivalent Experience:*And 1+ years Food production experience, preferably in a health care institution We believe that the best care for our patients starts with the best care for our employees. Our employee… more
- US Bank (Denver, CO)
- …Ability to independently learn complex planning concepts & software -JD, CPA, CTFA, CFP and/or advanced degree - Extensive knowledge of Wealth Management products & ... services - Problem solving and analytical skills - Effective verbal and written communication skills This role is hybrid. Team members who are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work… more
- Truist (New York, NY)
- …Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid ... solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …and better serve clients, this could be a strong next step. Requirements + CFP (R) certification required + 5+ years of experience in financial services, ideally in a ... client-facing advisory role + Strong ability to analyze client needs and deliver customized financial strategies + Excellent communication and relationship-building skills + Self-motivated, ethical, and service-oriented professional + Local candidates in San… more
- Charles Schwab (Garden City, NY)
- …license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge **In addition to ... the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and… more