Financial Planner

Job DescriptionJob DescriptionGeneral Function: Under general supervision, develops, executes, and leads a strategic, comprehensive individual giving program to grow major giving, annual appeals, and planned giving.Essential Functions:Manages a portfolio of 100 - 125 high-capacity and mid-level donors and prospectsBuilds a major gift pipeline for the...

A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries,...

ARETUM, a leading government contracting company specializing in technology-enabled mission support services, is seeking a highly skilled and experienced Mid-Level Emergency Management Planner to join our team. As a Mid-Level Emergency Management Planner at ARETUM, you will play a critical role in developing and implementing comprehensive emergency...

DescriptionARETUM, a leading government contracting company specializing in technology-enabled mission support services, is seeking a highly skilled and experienced Mid-Level Emergency Management Planner to join our team. As a Mid-Level Emergency Management Planner at ARETUM, you will play a critical role in developing and implementing comprehensive...

Job DescriptionJob DescriptionARETUM, a leading government contracting company specializing in technology-enabled mission support services, is seeking a highly skilled and experienced Mid-Level Emergency Management Planner to join our team. As a Mid-Level Emergency Management Planner at ARETUM, you will play a critical role in developing and implementing...

Job DescriptionJob DescriptionUnder general supervision, the Marketing Manager will help grow the number of CFP® professionals by targeting career changers, undergraduates, and college-bound students to choose financial planning as an attractive career and/or college degree program. Reporting to the Director of Marketing, this highly skilled and experienced...

ARETUM, a leading government contracting company specializing in technology-enabled mission support services, is seeking a highly skilled and experienced Mid-Level Emergency Management Planner to join our team. As a Mid-Level Emergency Management Planner at ARETUM, you will play a critical role in developing and implementing comprehensive emergency...

Job DescriptionJob DescriptionUnder limited supervision, supports CFP Board’s organizational goals and initiatives by providing support on the maintenance of CFP Board’s websites (CFP.net, LetsMakeAPlan.org, etc.) to further enhance CFP Board’s online presence and user experience.Essential FunctionsMaintains CFP.net and LetsMakeAPlan.org sites...

Job DescriptionJob DescriptionCFP Board seeks a dynamic and innovative Director of Advertising & Public Awareness Campaign to increase awareness and preference for CFP® certification as the must-have financial planner credential for consumers and advisors. Reporting to the Managing Director of Marketing & Communications, this experienced advertising leader...

Job DescriptionJob DescriptionUnder limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience...

Job DescriptionJob DescriptionUnder general supervision, the Senior Manager of Government Relations and Public Policy advances CFP Board’s federal and state legislative priorities and promotes CFP Board’s agenda to Members of Congress, their staff, state legislative bodies and organizations, and others who influence federal and state policymaking. The...

A Premier Needle Arts Company Full Time / Hybrid / Non-Exempt (Vancouver, WA or Columbus, OH) This position is not eligible for sponsorship or approved for third-party recruiters. Premier Needle Arts is a dynamic and rapidly growing group of companies in the crafting sector, and we are searching for an experienced Inventory Planner to join our team. If...

Technical (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference) Essential ResponsibilitiesTechnical·Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.·Assist in reviewing accounting procedures and processes (system walkthroughs) to provide...

Technical (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference) Essential ResponsibilitiesTechnical·Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.·Assist in reviewing accounting procedures and processes (system walkthroughs) to provide...

Technical (Hybrid in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or Remote; EST Preference) Essential ResponsibilitiesTechnical·Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.·Assist in reviewing accounting procedures and processes (system walkthroughs) to provide...

Under general supervision, the Marketing Manager will help grow the number of CFP® professionals by targeting career changers, undergraduates, and college-bound students to choose financial planning as an attractive career and/or college degree program. Reporting to the Director of Marketing, this highly skilled and experienced Marketing Manager will drive...

Under general supervision, the Marketing Manager will help grow the number of CFP professionals by targeting career changers, undergraduates, and college-bound students to choose financial planning as an attractive career and/or college degree program. Reporting to the Director of Marketing, this highly skilled and experienced Marketing Manager will drive...

Under limited supervision the Manager of Student Engagement serves as the CFP Board champion to drive great outcomes for current and prospective college and university students pursuing financial planning careers. This position will oversee activities and programming that supports and enhances student enrollment and experience in the financial planning and...

Summary You will serve as a Senior Community Planner in PDC40 Community Planning Branch of Naval Facilities Engineering Systems Command (NAVFAC) Washington. Your efforts will help to shape shore infrastructure during a time of mission growth, land transfers and relocations. You will be a key player in the development of Navy-wide mission critical...