- USAA (San Antonio, TX)
- …MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of Retirement ... in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial , and emotional wellness. These benefits include… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... financial industry and are willing to coach and support their peers. Why You'll Love Working Here: +...salary, we offer a comprehensive benefits package designed to support your financial , health, and overall well-being.… more
- Walmart (Bentonville, AR)
- …bridge plans for a complex category. Enters budget information into the planner financial system for department category budgets. Business Management Decision ... category teams and divisional merchandising manager DMM. Strategic Initiative Decision Support Determines distribution. Develops financial roll ups. Presents key… more
- Truist (St. Petersburg, FL)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- Providence (Tarzana, CA)
- … strategies that propel our ministries forward. Based in Tarzana, you'll oversee financial performance, manage variance reporting, and support the achievement of ... report financial performance, ensuring accurate reflection of our services in financial statements. + **Strategic Planner :** Engage in budget and strategic … more
- L3Harris (Mason, OH)
- …for Tomorrow community program. Essential Functions: + Develop and maintain financial models to support decision-making regarding planning, forecasting, and ... creative alternatives and recommendations to reduce costs and improve financial performance. + Support the FP&A Manager...of key due dates and activities and a flexible planner in terms of daily activities with ability to… more
- CIBC (Chicago, IL)
- …with exposure to client relationship management, and must hold a **Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a strong ... a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a … more
- UMB Bank (Kansas City, MO)
- …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We... advice to a limited number of clients. + Support resource to other wealth advisors on team, providing… more
- Michigan State University (East Lansing, MI)
- …and compliance across all Alumni operations. The role provides timely, accurate financial reporting and analysis to support strategic decision-making and ... team is looking for a talented and driven Fiscal Officer to help shape the financial success of MSU's Alumni Office. In this pivotal role, you'll serve as the go-to… more
- KeyBank (Denver, CO)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more