• Senior Financial Planner

    Kestra Financial (Avon, CT)
    We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
    Kestra Financial (08/02/25)
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  • Senior Financial Planner

    Charles Schwab (Westlake, TX)
    …beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
    Charles Schwab (08/30/25)
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  • Wealth Strategist ( Financial…

    City National Bank (Houston, TX)
    …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... insurance; legacy trusts * Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like * Demonstrable… more
    City National Bank (08/07/25)
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  • Financial Resource Advisor/ Planner…

    Deloitte (Honolulu, HI)
    …accelerate new digital ventures, and fuel growth through innovation. Work you'll do The Financial Resource Advisor/ Planner will serve as a key financial and ... offices to support both annual and ongoing infrastructure projects. The Resource Advisor/ Planner will ensure all financial operations are compliant with… more
    Deloitte (08/13/25)
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  • Sr Category Management Planner

    Michaels (Carpenter, IA)
    …and execution of basic assortment exit strategies for resets + Partner with Financial Planner to develop and execute SKU rationalization goals **Purchase ... Support Center - Irving The Senior Category Management Planner is key business partner with Category Manager...Planning:** + Using MFP (Michaels Financial Planning), create weekly sales, margin and inventory plans… more
    Michaels (08/17/25)
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  • Assistant Retail Finance Analyst / Associate…

    Navy Exchange Services (NEX) (Virginia Beach, VA)
    …at the NF3C level; Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of ... less than 1 year in the current position. NF3C Job Summary: The Assistant Merchandise Financial Planner is the entry-level class in the professional Planner … more
    Navy Exchange Services (NEX) (06/19/25)
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  • Financial Solutions Advisor - Bergen East…

    Bank of America (Teaneck, NJ)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Bergen East Market Englewood,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
    Bank of America (08/30/25)
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  • Financial Solutions Advisor - Consumer…

    Bank of America (Elmhurst, IL)
    …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Consumer Investments - Elmhurst...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
    Bank of America (08/30/25)
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  • Financial Solutions Advisor - Bradenton FL…

    Bank of America (Palmetto, FL)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Bradenton FL - Spanish...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
    Bank of America (08/29/25)
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  • Instructor - Personal Financial Planning

    Texas Tech University (TX)
    …BS in Applied Personal Finance. All PFP programs are registered with the Certified Financial Planner Board of Standards. The APF program is registered with ... **42118BR** **Extended Job Title:** Instructor - Personal Financial Planning **Organization:** Texas Tech University **Position Description:** Contributes to the… more
    Texas Tech University (08/28/25)
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