- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day… more
- Nike (Beaverton, OR)
- …connected, and automated value chain. WHO WE ARE LOOKING FOR As the Merchandise Financial Planning Manager for Hibbett Sports, you play a critical role in defining, ... builds positive relationships across the organization. Using your strong financial and commercial acuity, you show good judgment in...this is you, you will serve as the merchandise financial planning Lead to Nike's Hibbett Sports team, working… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and highly community-oriented Registered Investment Advisor adept in providing expert financial advice to a diverse clientele. Collaborate with the team to ... or pursuit of and 5+ years of experience with a proficiency in financial planning tools. Remote work with occasional in-office commitments, rich benefit plans, and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …investment returns, this firm is on the rise. Some Responsibilities of a financial planner include: + Collaborate with Lead Advisors: Attend meetings, gather ... client data, create financial plans, and present to clients. + Engage with...collecting client data and defining goals. + Analyze client financial documents. + Contribute to creating financial … more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- Burlington (Burlington, NJ)
- …Store Planner has a 'dotted-line' responsibility to the Sr. Planner **Responsibilities:** ** Financial Planning** + Participates in development of division ... nation, join Burlington Stores, Inc. team as a Sr. Planner ! The Sr. Planner is responsible for...the development and successful execution of topside and detail financial plans, assortment/buy guide, inventory management and other planning… more
- Equitable (Woodbridge, NJ)
- …and skills and pursue professional designations and certifications, including CERTIFIED FINANCIAL PLANNER (TM) professional (CFP(R)). We have ongoing higher ... Professionals will have an opportunity to participate in. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R) and… more
- Fort Pitt Capital Group, LLC (Harrisburg, 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
- Citizens (NJ)
- …white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial planning advisor ... must work toward attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA PFS, or other advanced designation and experience).… more
- Magellan Health Services (Ellsworth AFB, SD)
- …adjudicated Tier 1 investigation. Must have one of the following 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