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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Hands-on expertise with any of the SAP Treasury core components (i.e. Cash management, Transaction manager, In-house cash, Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT integration, BCM, integration with financial accounting and other applications.
$102,750 - $188,375 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions.
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The Associate Category Management Planner will be a key business partner with Category Manager and Category Director (CM/CD) to ensure achievement of department goals in terms of sales, gross margin and inventory.
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Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required. Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed.
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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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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
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Minimum of 3 years as a Financial Planner and Analyst or related position. Build financial system expertise, local development of financial applications, policies and procedures to ensure financial system efficiency and applications cost management.
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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.
$45,000 - $75,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Category Management Planner is key business partner with Category Manager and Category Director (CM/CD)(s) to ensure achievement of department goals in terms of sales, gross margin and inventory.
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Partner with Financial Planner to develop and execute SKU rationalization goals. Using MFP (Michaels Financial Planning) to create weekly sales, margin and inventory plans at subclass level for seasonal and trend programs.
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Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management.
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Work directly with Category Management Team (Buyer, Planner, Replenishment Analyst, Forecast Analyst, Omnichannel Merchandiser and Space Planner) to develop cost effective buying and product placement strategies, through managing and controlling inventory, that drive sales and achieve the financial goals of the department.
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Certified Financial Planner (CFP) designation. Minimum of 3-5 years of experience in life insurance,financial services, investment management, or wealth advisory. Proven track record of success in sales, business development, or client relationship management.
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In progress towards becoming a Certified Public Accountant, Chartered Financial Analyst, Financial Management Association, Certified Financial Planner or other | Preferred.
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financial planner management jobs in Dallas, TX
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