- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required +… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Completion… more
- Truist (Vienna, VA)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... + Master's degree in a business-related field + Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc + Completion of an… more
- Deloitte (Los Angeles, CA)
- …+ Professional Engineer + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified ... + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile...Professional Scrum Product Owner (PSCPO) - SCRUM.org and Project Management Professional (PMP + Six Sigma (Green or Black… more
- University of Rochester (Rochester, NY)
- …the University's operations, including academic, research, student services, athletics, and financial management . + Develop and execute an annual compliance ... + Provide direct access to senior leadership and act as the primary advisor on compliance-related matters. Risk Identification and Management : + In partnership… more
- Veterans Affairs, Veterans Health Administration (Chesapeake County, VA)
- …VHA's Chaplain program. Provides thorough guidance and advice to Chaplain Service management staff, other Chaplains, and other stakeholders. May serve at a facility ... and continuing education programs. Serves as a primary Chaplain resource, spiritual advisor , and liaison for the spiritual needs of patients, caregivers, and staff.… more
- M&T Bank (Paramus, NJ)
- …and Experience Preferred:** CFP ( Certified Financial Planner) and/or CTFA ( Certified Trust & Financial Advisor ) certification Exposure to and ... duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process… more
- Deloitte (San Francisco, CA)
- …financial and operational restructuring services, turnaround and performance management , and bankruptcy administrative services to underperforming companies and ... experience strongly preferred + MBA preferred + Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), … more
- embecta (Parsippany, NJ)
- …key member of the executive leadership team, reporting directly to the **Chief Financial Officer** and functionally to the **Audit Committee** . This role is ... add value and improve the company's operations, with a focus on financial integrity, operational efficiency, regulatory compliance, and enterprise risk management… more
- Jack Henry & Associates (Allen, TX)
- …Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the ... Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered...then we'd love to meet you. Our Enterprise Service Management team is excited to announce a key opening… more