- PPL Corporation (Allentown, PA)
- …Board of Directors, rating agencies, and investment community. + Build knowledge of UI Planner financial modeling system and work with team members to maintain ... Directors, rating agencies, and investment community. + Build knowledge of UI Planner financial modeling system and work with team members to maintain relevant… more
- TIAA (Los Angeles, CA)
- …+ 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
- Bank of America (San Francisco, CA)
- …escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Thrivent Financial (IL)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; ... including all team members, procedures and processes for Sage Path Financial Consultants. Key responsibilities include oversight of processes, preparation of … more
- The City of Rochester, MN (Rochester, MN)
- …Certified Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor (CIA) + Enrolled Agent ... the development, implementation and monitoring of accounting internal control practices, financial policies and metrics, and assists in the development of utility… more
- The City of Rochester, MN (Rochester, MN)
- …Certified Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor (CIA) + Enrolled Agent ... functions and supports the Controller with complex operational and financial analysis. Additional responsibilities include primary accountability for the… more
- Truist (Oakton, VA)
- …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
- UMB Bank (Rockford, IL)
- …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and… more
- Truist (Laurel, MD)
- …Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), ... tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing… 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