- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …240001X9 Note : Incumbent may progress non-competitively to a Merchandise Financial Planner position, NF-04/4B, upon completing qualification requirements and ... than 1 year in the current position. Job Summary: Assist higher-level Merchandise Financial Planner with developing and implementing financial plans,… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …to have an a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) to be eligible and considered for this role. What You'll ... + Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or… more
- Target (Minneapolis, MN)
- …and have a voice in some of the most important decisions from a financial strategy standpoint. As a Merchandise Planner , you'll provide in-season decision ... national holidays, and paid vacation. Find competitive benefits from financial and education to well-being and beyond at https://corporate.target.com/careers/benefits… more
- Magellan Health Services (Chula Vista, CA)
- …speak fluent English. Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise… more
- TIAA (Overland Park, KS)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Dollar Tree (Chesapeake, VA)
- …and present findings and actions to category team 9. Collaborate with Merchant, Assortment Planner , and Financial Planner to ensure replenishment orders are ... aligned with department sales and turn and open to buy goals. 10. Effectively communicate the needs of the business to multiple levels both within and outside the organization. 11. Other Duties as assigned. **Position Requirements:** Office work environment,… more
- Truist (Smyrna, GA)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …applied. * Series 7 or ability to obtain within two (2) years. * Certified Financial Planner (CFP) designation or ability to obtain within three (3) years. ... skills obtained through experience, specialized training or certification to consult with Financial Advisors (FAs) and their clients regarding overall financial … more
- Truist (Dunn, NC)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Thrivent Financial (Germantown, WI)
- …the Lead Advisor Qualifications + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation required + ... include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service… more