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We are looking for a Senior CERTIFIED FINANCIAL PLANNER Professional to walk alongside our clients, building relationships, and providing experience driven advice. We utilize the services of LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company.
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CFP designation (Certified Financial Planner) Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance.
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Professional Designations –CFP (Certified Financial Planner) This program will help FCs understand Schwab’s overarching approach to our clients and feature content on relationship building, financial planning, digital resources, and Schwab’s spectrum of advised and lending solutions.
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The Buyer / Planner is global in scope, and requires constant cross-functional engagement with production, external suppliers, operations, NPI, engineering, logistics and material handling. The Buyer / Planner is responsible to ensure that finished goods and components and/or subassemblies are delivered to the fulfillment and packaging sites on time, and in the quantities required.
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Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Certified Financial Planner (CFP) designation. Experience in investment management or financial services. Knowledge of financial products and markets. Certified Financial Planner (CFP) designation.
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The Chief Financial Officer at Cayuse Holdings, LLC will help shape strategy and direction of the company (with the CEO and Executive Leadership Team) as we grow from $100M to $1B. The core role of the CFO is a balance of strategic planner, change catalyst, operator, and steward of the company.
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Serves as the Alumni Engagement team's primary Event Planner Card (EPC) holder. The law school's Development and Alumni Relations (DAR) department focuses on securing philanthropic support to meet the school's financial objectives and alumni outreach efforts.
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Familiarity with Deltek suite of enterprise products, including Costpoint for accounting, financial management and time/expense management, would be a bonus. Works to protect the vital assets of the company, ensure compliance with financial regulations, and government contractual regulations (FARs and DFARs.
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Generous retirement savings match with access to a professional Financial Planner at no cost to you. We are seeking to add an LPN to our Staffing Resources team of nursing professionals who fill in the staffing needs on our 2 campuses in Grand Rapids plus our beautiful Faith Hospice residence called Trillium Woods.
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So if you have the financial acumen and the passion to work with some of the biggest companies in the world, join in! Consulting WordPress Theme is always looking for talented people to become its team members.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance. Software integration experience with products like Elite, Aderant, etc.
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Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors. Establish financial plans for clients as a licensed financial planner.
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