- UpvoteDownvoteShare Job
- Suggest Revision
Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Certifications: Certified Financial Planner / CFP. We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Liquidity responsibilities include policy management, collaboration with other Treasury professionals for daily liquidity management, liquidity stress testing, Contingency Funding Plan (CFP), ALCO reporting, ALCO presentation.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Oversee and contribute to the development and enhancement of liquidity stress testing, liquidity policy, CFP and cash flow forecasts. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Professional designations/certifications (e.g., CFP, CFA, MBA, CHFC, CPWA) preferred.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
ExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platform.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans.
ExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Experience :5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Minimum 4 years of experience as a practicing trusts and estates lawyer, CPA, CFP, or trust officer with a focus on family office and/or estate planning, in either case working directly with a high-net worth client base (>$10 million.
$180,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago
cfp job Title: financial advisor Company: Lincoln Savings Bank
FEATURED BLOG POSTS
How do Good Interviewers Prepare for Interviews?
Just like candidates take the time to research you and your company, you should take the time to prepare for the interview. Preparing for the interview doesn't just reflect well on your employer brand and create a better candidate experience. Preparation also helps prevent bad hiring decisions. Bad hiring decisions are usually a result of poor execution during the hiring process. However, going into an interview fully prepared and ready to evaluate candidates will help avoid bad hires. So, here are 6 interview preparation tips for employers.
How to Get a Union Job? A Step-by-Step Guide
A union job can significantly impact your job security, pay, and employment benefits. Whether this is your first job or you have years of experience, a union job can offer much-needed protection in a labor market where employees are hired and fired at will.
How to Write a Statement of Interest the Best Way
Your life's goal is to work for Company A. Their brand, their product, their reputation—it's safe to say you're a fan. The only problem is that their careers page never highlights the role that matches your skills and experience. It's a bummer for sure, but don't fret.
Should I Hire for Potential Over Experience?
The workforce is shifting every day. In fact, research from the World Economic Forum (WEF) shows over half of employees around the world will need to upskill or reskill by 2025. The rapid rise of digital literacy, automation, and new technologies will quickly supersede businesses that don't train ahead of the curve. With the dire need to invest in training, it's evident that hiring someone with experience isn't that much different than hiring someone without it.
How to Decide Between Two Job Offers: 10 Practical Tips
It’s arguably a good predicament to have. You’ve applied to many jobs, interviewed multiple times, and now find yourself with two legit job offers. Nice! But although this is a feel-good validation of everything you have to offer, a daunting choice lies ahead. How do you decide which job will be the best fit for you?
Why Work in Sales? 9 Reasons & Tips on Answering as an Interview Question!
Working in sales can be demanding and challenging, but it can also be gratifying. Sales is an excellent career with a clear path full of excitement and potential for growth. So, if you're contemplating careers and have wondered "why work in sales?", keep reading to determine if sales is a suitable role for you.
How to Fire an Employee
So… you've finally decided to let one of your employees go. Drafting the paperwork and corresponding with HR is the easy part, but knowing how to fire an employee is where things get complicated. In fact, it is one of the most challenging conversations to have in the workplace. However, it must be done, and it must be done with poise and tact. Not only should you keep your state law in mind, but you should also consider your former employee's wellbeing.