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$80k - $92.5k
...Financial Analyst (CFA) certification [or progress towards CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP®, CIMA, CAIA General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular...SuggestedFull timePart timeShift workDay shift$128.55k - $222.82k
...estate planning, private wealth, life insurance, advanced markets, tax, business planning, or a closely related discipline.LLM, CPA, and CFP designations are an assetTechnical CompetenciesDemonstrated technical knowledge of sophisticated estate and wealth transfer planning...SuggestedFull timeTemporary workLocal areaRemote workFlexible hours$61k - $119k
...2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards,...SuggestedFull timeContract workFor contractorsWork at office- ...results ~ A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) ~ CFP® designation is preferred ~ Strong brokerage and industry knowledge In addition to the salary range, this role is...SuggestedLocal areaRelocationFlexible hours
Charles Schwab
Washington DC1 day ago - ...in financial planning, wealth management or a related industry preferred Undergraduate degree required Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required Baseline proficiency in...SuggestedFull timeWork at officeLocal area
$156.98k - $261.63k
...examIf not CPA eligible: Licensed attorneyEnrolled AgentCertifications:Certified Financial Accountant (CFA)Certified Financial Planner (CFP) Preferred: An advanced degreeExcellent oral and written communication skillsStrong analytical abilities For individuals assigned and...SuggestedWork at office$80k - $95k
...related product sales and budgets; creates and manages annual marketing plan for increasing revenue; manages branded merchandise for CFP Board and events; implements and manages internal storefront to facilitate staff-requested branded merchandise Analyzes data from platforms...SuggestedFull timeWork at office- ...Planner, Registered Representative or Investment Representative preferred. Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred. Bachelor's degree (or higher) with emphasis on business preferred. Subject to all terms and conditions outlined...SuggestedFor contractorsWork at office
$50k
...products and services; track record of success. State insurance licenses preferred. Preferred additional professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™. Equal Opportunity Employer Edward Jones does not...SuggestedWork at officeHome officeFlexible hours$125 per hour
...discipline and precision Proficiency in LinkedIn Recruiter, ATS platforms , and Microsoft Office suite Bachelor's degree ; CFP, Series 65, or other industry credential is a plus but not Why Join Us? Base salary of $125 ,000 – $200 ,000, dependent on...SuggestedFull timeSummer workInternshipWork at office$156.98k - $261.63k
...examIf not CPA eligible:Licensed attorneyEnrolled agentCertificationsCertified Financial Accountant (CFA)Certified Financial Planner (CFP) Preferred: An advanced degree such as MS in Taxation, JD and/or LLMStrong analytical abilitiesExcellent oral and written...SuggestedContract workWork at officeLocal area$1,000 per month
...year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our...SuggestedFull timeInternshipLocal areaFlexible hours$20 per hour
...alternative application process. Assistant, Public Relations and Social Media Intern Temp/Contractor Washington, D.C., Washington, DC, US CFP Board had an exciting part-time opportunity (10-15 hours per week) to assist the public relations and social media team in promoting...SuggestedHourly payTemporary workPart timeFor contractorsInternshipWork at office10 hours per weekFlexible hours- ...with individuals, both internally and externally Entrepreneurially inclined; resourceful, proactive, and results-driven About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations...SuggestedWork at office
- ...administration, fiduciary services, or private wealth management. A J.D. is required, and advanced credentials such as an LL.M. in Taxation or CFP are a plus. The ideal candidate will have a deep knowledge of fiduciary administration, estate planning, trust governance, and wealth...Suggested
$81k - $100k
...Series 65 (or equivalent) or ability to obtain within 120 days of hire. Interest in pursuing the Certified Financial Planner (CFP) credential in the future. Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to learn...Full timeSummer workInternshipWork at officeLocal areaImmediate startFlexible hours- ...financial planning, wealth management or a related industry preferred ~ Undergraduate degree required ~ Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Juris Doctor (JD) required. ~ Baseline proficiency in...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours
$98k - $115k
...skills, and ability to manage multiple priorities Commitment to collaboration, customer service, and continuous improvement About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated...Work at officeShift work$100k - $140k
...support Your Experience: ~4+ years of direct client advising experience ~ Undergraduate degree and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required ~ High level of technical expertise in estate planning, tax, retirement, insurance, investment, and cash...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- ...client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who...Temporary workWork experience placementLocal area
$69 - $75 per hour
...teams Excellent interpersonal and communication skills (both verbal and written) Ability to work overtime when needed. About CFP Board CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations...Hourly payTemporary workRemote work$145k - $175k
...Job Description Job Description CFP Board seeks a seasoned credentialing leader with deep expertise in psychometrics, exam development, and exam administration operations to direct the high-stakes CFP® Examination program. This role ensures full compliance with NCCA...Contract workWork at office$54k - $63k
...activities, administering examination policies and procedures, maintaining accurate candidate records, and providing high-quality support to CFP® exam candidates and other stakeholders. The role contributes to the consistent, accurate, and efficient delivery of the CFP®...Work at office$145k - $175k
...Job Description Job Description The Director, Certification & CE Operations provides strategic and operational leadership for CFP Board's Certification & CE Operations function, overseeing the administration of the certification lifecycle, including certification maintenance...Work at office- ...client data, build comprehensive financial plans, and collaborate with investments, tax, estate planning, and insurance specialists. A CFP background and familiarity with planning software are preferred; strong attention to detail and communication are essential. #J-1880...
$110k - $130k
...Job Description Job Description Under limited supervision, the Senior Account Manager for Corporate Growth is responsible for CFP Board’s relations with firms, focused on both the growth of CFP® professionals in assigned firms and development outreach to other financial...Work at office- ...software such as WealthMaster. Desired Qualifications: Minimum 7 years of planning-related work experience desired JD, CPA, or CFP desired LLM, MST, MBA (or in progress) a plus Skills: Critical Thinking Oral Communications Presentation Skills...Work experience placementLocal areaWork from homeShift workDay shift
$81k
...Series 65 (or equivalent) or ability to obtain within 120 days of hire. Strong interest in pursuing the Certified Financial Planner (CFP) credential in the future. Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; expected to...Summer workInternshipWork at officeLocal areaImmediate startFlexible hours$55k - $65k
...accurate and detailed itineraries Provides support to the Director of Adjudication with matters pertaining to the administration of CFP Board’s disciplinary adjudication function including by: communicating with volunteers; scheduling; compiling and distributing...- ...in financial planning, wealth management, investment advisory, or a related field preferred. ~ Undergraduate degree required. ~ CFP, CPA, CFA, or JD strongly preferred or required. ~ Experience supporting affluent or high net worth client relationships preferred....Work at office
