- 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 ... in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner ) required; CFA, CPA, or… more
- Edward Jones (Dallas, TX)
- …Read More About Job Overview **Skills/Requirements** What Experience You Need: + Certified Financial Planner ( CFP ) designation required + Bachelor's degree ... in everything they do. **What You Will Do:** The Senior Planner will serve as a conduit...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Services Division is partnering with a fast-growing, white-glove service firm to recruit a Senior Planner to join their dynamic team. This is a high-profile role ... for a financial planning professional who blends technical depth with strong...blends technical depth with strong emotional awareness. As a Senior Planner you'll partner closely with advisors… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- OPERATIONS PLANNER - TASK LEAD/ SENIOR Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an ... upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner to serve as Task...support internal and external coordination. + Lead and support CFP -FP and ICT activities, including system tracking, briefings, and… more
- DarkStar Intelligence LLC (Colorado Springs, CO)
- Senior Operations Planner Location: Colorado Springs, CO | Type: Full-Time | Clearance: TS/SCI - SAP Eligible Note: This position is part of an active proposal ... and are contingent upon contract award. Overview DarkStar Intelligence is seeking a Senior Operations Planner who will provide subject matter expertise and… more
- US Bank (Denver, CO)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and...work directly with clients, or in conjunction with the senior team members. Basic Qualifications - Bachelor's degree or… more
- T. Rowe Price (Owings Mills, MD)
- …planning topics and methodology. Responsibilities + Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver ... Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual...+ 5+ years of total relevant work experience + CFP designation - Must be current and active to… more
- The City of Rochester, MN (Rochester, MN)
- Senior Financial Analyst - RPU Print...Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified ... (https://www.governmentjobs.com/careers/rochester/jobs/newprint/5147764) Apply Senior Financial Analyst - RPU Salary $88,718.00 - $130,469.00 Annually Location… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book… more
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