• Director of Certified Financial

    University of Michigan (Flint, MI)
    Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management Apply Now **How to Apply** **ATTENTION: ... Opening ID** 265280 **Working Title** Director of Certified Financial Planner ( CFP ) Program - Assistant/ Associate /Full Professor - School of Management… more
    University of Michigan (08/07/25)
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  • Investment Portfolio Manager - CFA, Cima,…

    Regions Bank (Indianapolis, IN)
    …and economic markets + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management ... Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may...terminated with respect to all or any class of associate at any time. To learn more about Regions'… more
    Regions Bank (06/07/25)
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  • Associate Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    Description Job Posting: Associate Planner Employment Type: Full-Time Location: Mountain View - Hybrid Comp: $90-$130k DOE Jennifer Fukumae is partnering with a ... with ~1B AUM, renowned for its innovative approach to financial planning and commitment to client success. They're seeking...and commitment to client success. They're seeking a motivated Associate Planner to join their dynamic and… more
    Robert Half Finance & Accounting (07/27/25)
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  • Financial Planner II

    UMB Bank (Madison, WI)
    …we can help ensure their plan meets their needs now, and in the future. As the ** Financial Planner II** , you will be working closely with the Wealth Advisors & ... You must have 3+ years of applicable experience within Financial Services. + You must have CFP ...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
    UMB Bank (07/30/25)
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  • Lead Planner

    Robert Half Finance & Accounting (Mountain View, CA)
    …A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner to join its team. This role is ideal for a seasoned professional who ... is responsible for managing and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role… more
    Robert Half Finance & Accounting (08/10/25)
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  • Financial Planner - Symonds Wealth…

    Kestra Financial (Fort Worth, TX)
    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
    Kestra Financial (06/09/25)
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  • Assistant/ Associate Professor of Practice…

    Texas Tech University (TX)
    …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... **40918BR** **Extended Job Title:** Assistant/ Associate Professor of Practice / CFR Director **Organization:**...progress towards professional certification relevant to personal finance and financial planning, such as the CFP (R) and… more
    Texas Tech University (07/31/25)
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  • Personal Financial Counselor, Assignment…

    Magellan Health Services (Las Cruces, NM)
    …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner more
    Magellan Health Services (08/09/25)
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  • Personal Financial Counselor, PFC

    Magellan Health Services (Schenectady, NY)
    …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner more
    Magellan Health Services (08/09/25)
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  • Wealth Management Associate - MD, Baltimore…

    Equitable (MD)
    …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) professional and Chartered ... Wealth Management Associate - MD, Baltimore , Columbia (4008) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
    Equitable (08/08/25)
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