- Midland States Bank (Joliet, IL)
- …products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. Identifies and refers business ... Other duties as assigned. Position Qualifications Education/Experience: Bachelor's Degree. CFP preferred. 5-10 years previous experience in financial services or,… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...financial planning subject courses: General Principals, Income Tax Planning, Estate and Gift Planning, Retirement Planning, Risk Management and… more
- Regions Bank (Atlanta, GA)
- …+ Bachelor's degree in Business, Finance and/or Economics + Technical training in estate planning and financial and economic markets + Ten (10) years in investment ... + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and… more
- Regions Bank (Tampa, FL)
- …+ Prepares financial analyses for clients, including retirement analysis, estate -planning analysis, education-funding analysis, stock options analysis and risk ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris… more
- Regions Bank (Coral Gables, FL)
- …and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage ... credit, and general banking services + Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires the largest and most complex new client relationships and expands services… more
- American Heart Association (St. Petersburg, FL)
- …Heart Association has an excellent opportunity for a **Senior Charitable Estate Planning** **Advisor** in our Mission Advancement department! **This individual can ... at heart.jobs. **Responsibilities** This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and… more
- Commerce Bank (St. Louis, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private Client… more
- Wells Fargo (Charlotte, NC)
- …and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real ... estate and loan asset management. * Oil, gas and...training, military experience and education. **Desired Qualifications:** + JD, CFP , or CTFA preferred + Knowledge and understanding of… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …region. Course / Program Description The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing the student ... student with skills and knowledge necessary to pass the CFP Board Exam. Job Description We are looking for... designation is not required but still preferred for Estate Planning if you are a practicing Attorney or… more
- TD Bank (Boston, MA)
- …Wealth Strategist focuses primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and ... onboard clients for trustee appointment and estate settlement services. A second, but equally important role...legal and/or accounting designation required + Financial planning designation ( CFP (R)) preferred + Juris Doctor degree preferred +… more
