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Certified Financial Planner jobs

Viewing 1 - 10 of 4,764 jobs

  • VP Executive Planning Consultant, Dallas/Houston

    Fidelity Investments - Dallas, TX

    College degree required * Certified Financial Planner (CFP) designation preferred * 10 years minimum of experience ... financial planning * Proven sales experience in the Financial Services industry * Experience working with senior-level...

    30+ days ago from Fidelity Investments

  • Regional Planning Consultant

    Fidelity Investments - Portland, OR

    and presentation skills * 2+ years of financial services territory management desired Skills and ... is an equal opportunity employer. Job : Financial Sales Primary Location : US-OR-Portland - Investor...

    30+ days ago from Fidelity Investments

  • Banking & Financial Services Sourcing Manager

    Citi - Santa Ana, CA

    of Requests for Proposal, eAuctions, supplier negotiations, financial analysis, contract administration and project ... with Access and Excel a plus Good level of numeracy skills, financial/accounting skills is a plus Adaptability Strong...

    30+ days ago from Citi

  • Senior Audit Manager - Finance

    Citi - New York City, NY

    such as SEC reporting, SOX, and Financial Planning and Analysis; and Selected key Citi-wide Finance strategic initiatives.��� Key Responsibilities: Develops and executes a robust Audit Plan, by reviewable entity, for assigned businesses in...

    24 days ago from Citi

  • Financial Planner

    Ayco Company - Irvine, CA

    Qualifications:1-2 years work experience preferred;BA in Finance or related area;MBA/JD/CFP required;Minimum 3Required experience: 0 - 2 yearsMinimum required education: Bachelor's DegreeJob category: 0 GPAGood computer skills a...

    6 days ago from Doostang

  • Senior Accountant - Financial Planning & Analysis

    Thomas Byrne Associates - Hartford, CT

    applicants should possess 5+ years of experience in financial accounting, reporting, planning and analysis as ... commentary Attend executive board and committee meetings Financial materials for the Quarterly Performance Review...

    17 days ago from CareerBuilder

  • Accounting & Financial Planning Supervisor

    Chicago, IL

    maintain planning schedulesPrepare sales/marketing financial reports including year-end ... of 3-5 years’ working in a CPA firm or Financial Services environmentrequired, preferably in a Financial...

    9 days ago from IvyExec

  • Associate Director/Director of Global Labs Financial Planning & Analysis

    Wilmington, NC

    Description The Associate Director/Director of Global Labs Financial Planning & Analysis (FP&A) Analytics is a key busin ... and SEC rules Accounting theory knowledge and financial statement preparation experience Excellent communication...

    8 days ago from IvyExec

  • Manager Financial Planning and Analysis - A Leader In The Plasma Industry

    DCI Biologicals - New York City, NY

    management reports for monthly, quarterly and yearly financial results and prepare commentaries or ... and long range financial planning, forecasting and ad hoc financial reportsResponsibilitiesProvides oversight of...

    18 days ago from Doostang

  • Investment Advisor / Financial Planner

    Brokerage Consultants - Fort Worth, TX

    service experience General understanding of comprehensive financial planning including: retirement and pension ... of their proprietary investment strategy, providing financial planning services, and various other client...

    30+ days ago from Doostang

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