- Commonwealth of Pennsylvania (PA)
- …is acceptable for one year of the required experience. + Certification as a Certified Financial Planner such as issued by the Central PA Society, Institute of ... or public relations work in a pension or retirement system or in employee benefit programs, financial ...Do you possess current valid certification as a Certified Financial Planner such as issued by the… 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
- 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 ... + Extensive - I have been responsible for initiating, designing and executing financial system software implementation project plans; defining the scope and… more
- Thrivent Financial (Auburn, WA)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation ... build out infrastructure + Enter client information into various systems + Prepare and update financial plans...generating performance reports + Maintain information in CRM (Salesforce) system + Fill out necessary forms for opening and… more
- Thrivent Financial (Geneva, IL)
- …experience desired + 3+ years industry experience required + Certified Financial Planner or Chartered Financial Analyst designation; ... members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client… 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
- Truist (West Palm Beach, FL)
- …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
- KeyBank (Tarrytown, NY)
- …+ 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
- KeyBank (Buffalo, NY)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- KeyBank (Salt Lake City, UT)
- …experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
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