- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...FDU in Florham, NJ. Required Qualifications: Person should hold CFP with relevant professional experience in the field. Alternatively,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (nice to have). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …LinkedIn or email for additional info and immediate consideration. Requirements + CFP (R) huge plus. + 5+ years of client-facing advisory experience. + Self-starter ... with strong analytical skills and ethical conduct. + East Bay candidates (San Ramon area preferred). + Collaborative, relationship-focused, and growth-oriented. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest… more
- Regions Bank (Atlanta, GA)
- …towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and ... Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and written communication skills _This position may be filled at a… more
- Regions Bank (Tampa, FL)
- …**Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences** + Juris ... Doctor (JD), however this position will not be authorized to practice law on behalf of Regions Bank + Master of Laws (LLM) + Certified Public Accountant (CPA) **Skills and Competencies** + Excellent problem solving and interpersonal skills + Excellent verbal… more
- Kestra Financial (Baltimore, MD)
- …needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 licenses required. . Bachelor's ... degree, preferably with a GPA above 3.3. . Proficiency in financial planning software (eMoney, Money Guide Pro, Morningstar). . Experience with CRM platforms (Redtail or similar), MS365, and Excel. . Strong organizational skills, a team-oriented mindset, and a… more
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …region. Course / Program Description The Personal Financial Planning program is a CFP Board registered program which focuses on two goals: + Providing the student ... student with skills and knowledge necessary to pass the CFP Board Exam. Job Description We are looking for...teach in-person in our Westwood or Downtown locations. A CFP designation is not required but still preferred for… more
- TIAA (Hanover, NH)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Vanguard (Dallas, TX)
- …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
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