- Edward Jones (Dallas, TX)
- …Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required + Bachelor's degree ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...management process? Do you have a strong background in financial planning and experience with complex financial … more
- JPMorgan Chase (Mattapan, MA)
- …a condition of employment * Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP(R)) certification is preferred * Bachelor's ... to offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in...Advisor in JP Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …7 required. * Series 63, 65 and/or 66 as required by state. * Certified Financial Analyst preferred. **"Due to pay transparency, our roles auto-populate with ... and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting,… more
- CIBC (Chicago, IL)
- …ideally with exposure to client relationship management, and must hold a ** Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a strong ... a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a… more
- Thrivent Financial (Geneva, IL)
- …Previous administrative/secretarial experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst ... including all team members, procedures and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of … more
- Aegon Asset Management (GA)
- …+ Ability to quickly learn new systems/technology. Preferred Qualifications: + Certified Financial Planner (CFP) Working Conditions: + Remote environment. ... than a century ago, we were among the first financial services companies in America to serve everyday people...United in our purpose, we help people create the financial freedom to live life on their terms. What… more
- Nuclear Fuel Services (Vienna, VA)
- …degree in a related field. + Professional certifications such as CFA (Chartered Financial Analyst) or CMA ( Certified Management Accountant). + Familiarity with ... about making a difference. Position Overview: The Senior Analyst for our Financial Planning & Analysis (FP&A) team is essential in supporting strategic… more
- JPMorgan Chase (Summit, NJ)
- …Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst ... worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train,… more
- Equitable (Raleigh, NC)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Texas Tech University (TX)
- … Planning. All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education ... CFR Director **Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human Sciences at Texas… more