- BMO Financial Group (Minneapolis, MN)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a necessary license if needed as required by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. ... risk management; and health and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning blueprint for… more
- UMB Bank (Dubuque, IA)
- …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...valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We… more
- Arkema (Wauwatosa, WI)
- …sales) relative to our inventory and production capabilities and adjust accordingly to support the BU financial forecast + Convert regional sales forecasts to ... Supply Chain Director. Directly and/or indirectly leads team of planner (s) and buyer(s) executing F&P rituals for operations. S&OP...inventory component of working capital to meet or exceed financial targets of the division + Serve as the… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) (CFP(R)) required. + Series 65 or equivalent strongly ... and grow client relationships with a planning-first approach. + Deliver tailored financial plans and investment advice. + Support business development through… more
- Colorado Springs Utilities (Colorado Springs, CO)
- …needs **Additional Support ** + Employee Assistance Program (EAP): Confidential support for mental health, stress, legal, financial , and work-life balance ... Management team responsible for providing work management, planning, and scheduling support related to Power energy plant outage coordination, outage electric… more
- KeyBank (Machias, NY)
- …+ FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products… more
- Providence (Lubbock, TX)
- …role model throughout the organization. **What You'll Do:** + **Strategic Planner Extraordinaire:** Craft enterprise-wide integrated strategic and financial ... plans (ISFP) with an emphasis on quality, growth, financial sustainability, and research. + **Initiative Implementation:** Drive large-scale institute strategic… more
- FirstEnergy (Erie, PA)
- …The position will work closely with the FET Forecasting group in support of project forecasting and budgeting. This position also supports the Transmission ... to Operating Companies, Voltage, Capital, Removal, O&M of project accounting + Support the FET forecasting group with project accounting issues, CIAC (make the… more
- Regions Bank (Little Rock, AR)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. Currently, they are responsible for the… more