- Equitable Advisors (Englewood, CO)
- …portfolio management, ensure consistent communication and progress tracking Financial Strategy Development : Understand clients' financial objectives and risk ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Buckle (Jacksonville, FL)
- …when unpacked. Visual Merchandise Management Create and develop a visual merchandising strategy on a weekly basis. Consistently utilize and implement the Weekly ... Is up-to-date on all current visual standards and videos. Utilize the SPG, Planner , and Zone Maintenance Action Plan to maintain visual standards. Understands the… more
- TD Bank Group (Greenville, SC)
- …Valid and active Life & Health insurance licenses Certified Financial Planner (CFP), preferred Strong understanding of private banking business development ... regulations Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD,… more
- Giant Spoon (New York, NY)
- …Planners that enjoy working on projects that blur the lines between media, strategy , intelligence and creativity should apply. We are looking for someone who is ... be able to speak to status items to cross-functional teams Manage strategy & execution (and ongoing management) of programmatic partnership (no expectation for… more
- Equitable Advisors (Boston, MA)
- …portfolio management, ensure consistent communication and progress tracking Financial Strategy Development : Understand clients' financial objectives and risk ... : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors'… more
- Frost Bank (Arlington, TX)
- …calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing ... within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit… more
- Lovisa (Torrance, CA)
- …you will be a strategic partner leading product catalog merchandising strategy , governance, and syndication. Utilizing product and project management tools, you ... that support omni-channel efforts. Update and maintain the Global Trade Planner to reflect all Lovisa priorities. Outline homepage content, including priority… more
- SpaceX (Bastrop, TX)
- …update PM work plans and schedules for all assets Support the engineers/ planner with establishing the type of corrective maintenance and requested completion date, ... our production operations Build a spares inventory that supports the maintenance strategy for each equipment type Responsible for supervising the execution of all… more
- Fidelity Investments (Middleton, WI)
- …requires in-person attendance in the assigned Branch location. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - ... onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers… more
- CMI Media Group (Wayne, PA)
- …Media Group wants you! We're seeking a talented and driven Associate Director, Communications Planner to join our dynamic team. In this role, you'll play a pivotal ... ensuring every tactic and investment decision aligns with the overarching strategy . Lead with Curiosity and Collaboration: Manage primary consumer research projects,… more
