- East Carolina University (Simpson, NC)
- …finance such as the Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), Financial Social Work (FSW), Certified Financial Peer Mentor (CFPM) or ... another related credential. Preferences would also include knowledge of student loans/debt including debt reduction, elimination, and federal student loan repayment plans, and training in Motivational Interviewing or other related clinical counseling training.… more
- General Dynamics Information Technology (Shaw AFB, SC)
- …TECHNICIAN II WILL MAKE AN IMPACT Position shall provide full Communications Focal Point ( CFP ) Help Desk support to end users for all Enterprise and AOC networks ... client equipment, software and services. CFP Help Desk Support also provides Client Systems/Hardware Support for the AOC/CAOC floor Provide Tier 1 technical support… more
- 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
- Vanguard (Dallas, TX)
- …given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their ... approach + Ability to adapt quickly to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (or ability to obtain within 3 months of… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …Requirements + 2-4+ years of relevant experience in wealth management. + CFP certification or demonstrated progress towards obtaining it. + Bachelor's degree or ... higher from an accredited university, preferably in financial planning, business, accounting, finance, economics, or law. + Demonstrated personal integrity and professional initiative. + Proficiency in in-house office systems such as Salesforce and Box. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience planning and interfacing with high net worth private clients + CFP designation required + Ability to handle multiple high status client relationships ... and maintain organization across teams and customers to ensure effectiveness Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract,… more
- Cleveland Clinic (Cleveland, OH)
- …Cleveland Clinic is seeking a board certified/board eligible Complex Family Planning ( CFP ) physician to join our growing service line. The position involves ... and Gynecology Institute within Northeast Ohio, (Cleveland Metropolitan area). The CFP primarily supports our primary maternity centers which includes 4 hospitals… more
- Harvard University (Cambridge, MA)
- …(CCB) Position Description The Harvard Medical School Curriculum Fellows Program ( HMS CFP ) welcomes applications for a Curriculum Fellow (CF) for the Center for ... one-on-one mentorship from Dr. Gentleman, the Director of the CFP , Dr. Aimee Hollander and senior members of...Curriculum Fellow will also have specific responsibilities to the CFP : + Take required courses including Teaching 100… more
- Walmart (Bentonville, AR)
- …("FSC") Consumer Protection and Anti-Fraud team as an experienced Consumer Financial Protection (" CFP ") subject matter expert. As a key team member, you will provide ... guidance and have primary responsibility for all aspects of CFP compliance across Walmart's suite of financial products and...services. This is a unique opportunity for a seasoned CFP professional to shape and lead CFP … more
- TIAA (Annapolis, MD)
- …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
- Morgan Stanley (Miami, FL)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... and proposed financial strategies * Remain current with all CFP and/or CPWA continuing education requirements * Comply with...Bilingual in Portuguese, preferred * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses… more
- Citigroup (Getzville, NY)
- …of this role will be working on the Citigroup Contingency Funding Plan ( CFP ). This would require the prospective candidate to have **strong numerical skills** as ... they may be required to calibrate Early Warning Indicators, Market Triggers/ CFP triggers and perform financial modelling to assist in the determination of a… more
- Citizens (Fort Washington, PA)
- …more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... advisors and departments Education/Certifications: + Bachelors Degree required + CFP Strongly Preferred - If the candidate does not...Preferred - If the candidate does not have the CFP (R) designation, they must work toward attaining it within… more
- Fort Pitt Capital Group, LLC (Harrisburg, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Required to ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) to be eligible and considered for this role. What You'll Do + Build, maintain, ... to candidates who hold the CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant(R) (ChFC(R)) designation, or Chartered Financial Analyst(R)… more
- Magellan Health Services (Columbus, OH)
- …the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). Must have over a ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …planning experience in a RIA (eg Paraplanner) + Must be at least already in the CFP program if currently not a CFP + Must have strong communication and ... relationship building skills Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of experience in individual tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path to CFP ... certification and have experience at another RIA + Proficiency in Excel and strong quantitative skills for financial analysis model development + Excellent communication skills, particularly in client interactions Please contact Michelle Espejo via LinkedIn or… more
- Kestra Financial (Westport, MA)
- …Alternatives is an independent financial consulting service, owned by Monisha Potter, CFP (R) and located in Westport, Massachusetts. Our firm has the ability to ... of contact for any infrastructure requests * Other duties as assigned by CFP (R) Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook, Word and… more
- American Red Cross (CO)
- …related field required. Certification in one or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years of major gift or gift planning ... related field required. Certification in one or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years of major gift or gift planning… more
