• Assistant Superintendent

    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
    Clark Construction Group, LLC (12/30/25)
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  • Financial Solutions Advisor - Southern Hills

    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
    Bank of America (12/30/25)
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  • Cook II

    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
    Penn Medicine (12/30/25)
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  • PWM Senior Wealth Planner

    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
    US Bank (12/30/25)
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  • Financial Advisor, Truist Investment Services

    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
    Truist (12/29/25)
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  • Lead Advisor for RIA Firm in San Ramon!

    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
    Robert Half Finance & Accounting (12/28/25)
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  • VP, Assistant Branch Manager

    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
    Charles Schwab (12/28/25)
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  • Lead Planner | RIA Firm

    Robert Half Finance & Accounting (Mountain View, CA)
    …high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA(R), CPA, JD, or similar professional designation. + Strong communication, ... relationship-building, and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning diverse planning… more
    Robert Half Finance & Accounting (12/28/25)
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  • Financial Advisor | RIA Firm |

    Robert Half Finance & Accounting (San Ramon, CA)
    …Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (required). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
    Robert Half Finance & Accounting (12/28/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Pittsburgh, PA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but… more
    Deloitte (12/25/25)
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