- Texas A&M University - Faculty (College Station, TX)
- … Financial Planning programs. All programs are registered with the Certified Financial Planner (CFP) Board of Standards. This position provides the ... engaging with private industry or trade associations. + A Certified Financial Planner (CFP(R)) certification or a commitment to obtain the CFP(R) certification… more
- SUNY Westchester Community College (Valhalla, NY)
- …documents and data, the determination of awards, and the College's PeopleSoft and Student Financial Planner database management systems as it pertains to the ... PeopleSoft and Microsoft Office products. + Knowledge of the Student Financial Planner Student Data Management System. + Ability to collect, analyze, interpret,… more
- Kestra Financial (San Antonio, TX)
- …client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing ... service and operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage and oversee… more
- Bank of America (San Jose, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- San Jose Area San Jose, California;San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose,… more
- Bank of America (Corpus Christi, TX)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Corpus Christi Area Corpus Christi, Texas;Corpus Christi, Texas **To proceed with your application, you must be at least 18 years of… more
- Bank of America (Alexandria, VA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Franconia Financial Center Alexandria, Virginia **To proceed with your application, you must be at least 18 years of age.**… more
- Equitable (Philadelphia, PA)
- …licensing required for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to ... Financial Professional - Retirement Benefits Group - PA,...**Description** Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to… more
- Bank of America (Naples, FL)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Freedom Square Financial Center Naples, Florida **To proceed with your application, you must be at least 18 years of age.**… more
- Equitable (San Francisco, CA)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Financial Professional - CA, San Francisco (5157) (...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Atria Wealth Solutions (Marion, IN)
- …term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are… more