- TEKsystems (Fort Worth, TX)
- …them to be resourceful and self-starters Additional Skills & Qualifications CFP Certification MoneyGuide Pro Efficient Bachelors Degree - Financial Planning (highly ... once contribute to this account, making it a significant part of your total compensation.More incredible benefits offered:* Option...contribute to a 401k account* 16 Days of Paid Time Off, 10 holidays* 2 floating PTO days every… more
- Magellan Health Services (Terre Haute, IN)
- …over a thousand hours of financial counseling experience. General Job Information Title Part Time Personal Financial Counselor; Terre Haute, IN (Job Share ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- SMBC (New York, NY)
- …compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive ... will be in the Liquidity Management Function, which is part of the Corporate Treasury within the SMBC Americas...effective liquidity management. + Maintain the Contingency Funding Plan ( CFP ) for CUSO. Execute the annual CFP … more
- Truist (Greenville, SC)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Truist (Greenwich, CT)
- …no less than 10 days of vacation (prorated based on date of hire and by full- time or part - time status) during their first year of employment, along with ... + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA...any non-temporary position for which you apply, based on full- time or part - time status, position,… more
- Aegon Asset Management (GA)
- …America to serve everyday people from all walks of life . Today, we're part of an international holding company, with millions of customers and thousands of ... and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving… more
- TekSynap (Washington, DC)
- …status of changes/jobs to customer leadership and to the Communications Focal Point ( CFP ) + Use automated ticketing tools to assign or re-assign tasks/jobs between ... and technicians with detailed information as needed + Provide updates to the CFP 's common operational picture (COP) for senior leader updates + Establish and execute… more
- Charles Schwab (Chicago, IL)
- …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the ... the finance industry together. The Financial Planning Group is part of the broader Wealth and Advised Solutions organization...**What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7… more
- SMBC (New York, NY)
- …compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive ... will be in the Liquidity Management Function, which is part of the Corporate Treasury within the SMBC Americas...the team to conduct the annual Contingency Funding Plan (" CFP ") test by performing various analyses and utilizing market/historical… more
- Charles Schwab (Coral Gables, FL)
- …advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide ... Series 66 (or equivalent Series 63 AND 65 OR CFP ) license(s) required + Active and valid Series 9/10...company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every… more
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