- Equitable (Charlotte, NC)
- …**Other Locations** : UNITED STATES-Remote **Organization** : Equitable **Schedule** : Full- time **Description** At Equitable, our power is in our people. We're ... of fee-based financial planning engagements The Relationship Manager is an influential part of the growth of Advisory and Investment Solutions, responsible for… more
- Corewell Health (Royal Oak, MI)
- …Road - Royal Oak Department Name Nutrition Services - Royal Oak Employment Type Part time Shift Rotating (United States of America) Weekly Scheduled Hours 20 ... required, labeling and dating items per standards. Appropriately utilizes leftovers within allotted time . + Sets up steam tables on patient and cafeteria tray lines.… more
- Citizens (Chicago, IL)
- …+ Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM ... education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or...local communities. When you join our team, you are part of a supportive and collaborative workforce, with access… more
- Manulife (NC)
- …7 and state life and health licenses required. + CLU, ChFC, and/or CFP designations highly desired. + Extensive understanding and knowledge of the insurance industry ... and inclusion are more than just words. + As part of our global team, we'll support you in...and financial education and counseling resources. Our generous paid time off program in the US includes up to… more
- Deloitte (San Diego, CA)
- …practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, ... charities, higher educational institutions and other non-profit organizations. Your time will be focused on providing tax compliance and...up for success in your role and career. As part of the Tax-Exempt practice, you will interact with… more
- CIBC (Chicago, IL)
- …(proportion of on-site and remote work) will be discussed at the time of your interview._ **How you'll succeed** + **Deliver Tailored Financial Planning:** ... client relationship management, and must hold a **Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** Have a strong understanding of global… more
- Aristotle Capital Management (Newport Beach, CA)
- …6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial ... your dependents + 401(k) with employer matching + Paid time off, including an annual Employee Volunteer Day +...fees and objectives can be found in their ADV Part 2, which is available upon request. We have… more
- First National Bank of Omaha (Omaha, NE)
- …to provide Personalized Education, Advice, Guidance and Solutions at the right time to help customers improve their financial well-being. **About This Role:** **Job ... insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM or MBA, JD...culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of… more
- Guardian Life (Bethlehem, PA)
- …+ Bachelor's degree or equivalent life insurance business experience + CLU, ChFC, CFP , or other professional designation a plus + Understanding of the general agency ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more
- CIBC (Austin, TX)
- …bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of ... Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation),...Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients,… more