- 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
- TEKsystems (Fort Worth, TX)
- …them to be resourceful and self-starters Additional Skills & Qualifications CFP Certification MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly ... preferred) Investment Management Experience Pay and Benefits The pay range for this position is $105000.00 - $115000.00/yr. 7% performance based bonus,We have a three-pronged approach to compensation; base, bonus, and a 15% ESOP (Employee Stock Ownership Plan)… 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 (Indianapolis, IN)
- …+ 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 + Proven performance in investment management and client service + Skilled in applicable computer software programs + Verbal and… more
- TIAA (Andover, MA)
- …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
- SMBC (New York, NY)
- …thresholds/limits for effective liquidity management. + Maintain the Contingency Funding Plan ( CFP ) for CUSO. Execute the annual CFP test by collaborating ... liquidity position updates, liquidity metrics framework / governance, funding strategies, CFP , etc. Respond to regulatory inquiries/exams and provide information on… 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
- Alaka'ina Foundation Family of Companies (Maui County, HI)
- …and outages from 15 SPSS customers and the Communications Focal Point ( CFP ). The Contractor shall provide end-to-end troubleshooting for NIPRNet, SIPRNet, and JWICS ... for routine tickets. + Maintain hours of operation for CFP support as 0700-1630, Monday through Friday (Bldg. 550)...and submit any authorized service interruption requests to the CFP , Director of Operations, Mission Assurance section, and base… more
- Texas Tech University (TX)
- …coaching sessions, and maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R). Recruit members for the KEY Advisory Board and lead the ... relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Development experience, including federal and corporate… more
- Magellan Health Services (Mcconnell AFB, KS)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
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