- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
- Charles Schwab (Westlake, TX)
- …beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- City National Bank (Houston, TX)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... insurance; legacy trusts * Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like * Demonstrable… more
- Michaels (Carpenter, IA)
- …and execution of basic assortment exit strategies for resets + Partner with Financial Planner to develop and execute SKU rationalization goals **Purchase ... Support Center - Irving The Senior Category Management Planner is key business partner with Category Manager...Planning:** + Using MFP (Michaels Financial Planning), create weekly sales, margin and inventory plans… more
- Lynch Consultants, LLC (Rockville, MD)
- … reports, dashboards, and data summaries for leadership, using appropriate tools and systems . + Analyze historical financial data to support development of ... Looking For: Lynch is seeking an experienced Budget and Financial Management SME to support a range of ...Financial Management SME to support a range of financial activities, including budget planning, financial reporting,… more
- Navy Exchange Services (NEX) (Virginia Beach, VA)
- …at the NF3C level; Incumbent may progress non-competitively to the Associate Merchandise Financial Planner position, NF-04 (SC 4A) upon the completion of ... less than 1 year in the current position. NF3C Job Summary: The Assistant Merchandise Financial Planner is the entry-level class in the professional Planner … more
- SUNY Westchester Community College (Valhalla, NY)
- …documents and data, the determination of awards, and the College's PeopleSoft and Student Financial Planner database management systems as it pertains to the ... of PeopleSoft and Microsoft Office products. + Knowledge of the Student Financial Planner Student Data Management System . + Ability to collect, analyze,… more
- Bank of America (Jacksonville, FL)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - North Florida Market Jacksonville,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Bank of America (Alpharetta, GA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor II- Windward Parkway West Alpharetta,...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more
- Bank of America (Delray Beach, FL)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - West Palm Beach Market...loan mortgage originations must register with the federal registry system and remain in good standing. Since this position… more