- City National Bank (Houston, TX)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Kestra Financial (Avon, CT)
- …business, accounting, or a related field (Master's degree preferred). Certifications: CFP(R) ( Certified Financial Planner) required; CFA, CPA, or other relevant ... We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive … more
- Principal Financial Group (Mount Pleasant, SC)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...experience, including sales and management. + Recruiting of experienced financial advisors, strongly preferred. + Must have a broad… more
- Bank of America (Buffalo, NY)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Truist (Richmond, VA)
- …Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …I'd love to connect! Requirements Qualifications: + Bachelor's degree required + CFP(R) ( Certified Financial Planner) designation required + Minimum of 4 years ... be part of a collaborative team that values purpose-driven financial planning and client service excellence. About the Role:...point of contact for clients, helping them navigate complex financial strategies and ensuring their financial plans… more
- Truist (Germantown, TN)
- …Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description ... with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND… more
- Georgia Transmission (Tucker, GA)
- …completion of an MBA). Licenses, Certifications and/or Registrations: CFA(Chartered Financial Analyst) or CTP ( Certified Treasury Professional) preferred. ... refines short-term and long-term financing plans for budget and long-range financial planning purposes. Prepares detailed reports related to debt and risk… more
- Community Health Systems (Vicksburg, MS)
- …models, and cost accounting principles (preferred). **Licenses and Certifications** + Certified Healthcare Financial Professional (CHFP) preferred or + ... **Job Summary** The Financial Analyst I is responsible for analyzing ...Certified Public Accountant (CPA) preferred or + Certified Management Accountant (CMA) preferred Equal Employment Opportunity This… more
- Houston Methodist (Houston, TX)
- …- REQUIRED** + N/A **LICENSES AND CERTIFICATIONS - PREFERRED** + CHFP - Certified Healthcare Financial Professional (HFMA) **AND** + CPA - Certified ... At Houston Methodist, the Senior (Sr.) Financial Analyst position is responsible for maintaining and...leading academic medical centers. Established as a nonprofit corporation certified by the Texas State Board of Medical Examiners,… more