- Atria Wealth Solutions (Marion, IN)
- …term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Citigroup (New York, NY)
- …to help provide these solutions to our clients.** **Responsibilities:** **Support senior financial planners by preparing, maintaining and evaluating ... **The Financial Planning group provides our clients with comprehensive financial planning services to meet our client's goals and future financial … more
- Atria Wealth Solutions (Fort Worth, TX)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more
- Bank of America (New York, NY)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Materion (Elmore, OH)
- …commensurate experience in production environments. + Required: Experience as either Master Planner , Senior Planner , Supply Chain Manager, Product Manager ... key role in maximizing our growth, operating profit, and financial returns through a portfolio of global products and...Planning Manager will leverage a solid understanding of the financial impacts of various decisions to maximize the … more
- University of Utah (Salt Lake City, UT)
- …Department of Internal Medicine. This position reports directly to the Senior Director/Division Administrator for these divisions. The Associate Director supports ... the operational, financial , and strategic planning activities across the divisions. This...rapidly adjust to change and evolving priorities. + Strategic thinker/ planner able to add value to an organization that… more
- Ankura (Phoenix, AZ)
- …largest and most complex infrastructure, real estate, healthcare, energy, and financial services projects. Role Overview: + Lead complex construction dispute ... to design and construction + Research and analyze project cost records and financial statements + Reconcile claim amounts to accounting systems and to insurers'… more
- City of New York (New York, NY)
- …City Department of Transportation, Division of Bridges, is seeking a Confidential Strategy Planner to join the Bridges Capital Finance Unit as a Capital Budget ... Capital Plan; overseeing funding analyses and ensuring accurate updates in the Financial Management System (FMS). - Assisting with Certificate to Proceed (CP)… more
- Amazon (Cupertino, CA)
- …operations, technical/business tradeoffs, and long term strategy, budgeting. You work with senior AWS leadership to plan for the future. Why it's high-impact: Our ... project communication. Agile Methodology. Daily stand ups. Bi-weekly task planner for team and Sprint planner . Capital...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more