The Assistant Professor of Teaching position will also be responsible for teaching courses that lead to financial certifications and licensing (CFP/CFA). Job duties include: 1. Teaching eight (8) ...
The Assistant Professor of Teaching position will also be responsible for teaching courses that lead to financial certifications and licensing (CFP/CFA). Job duties include: 1. Teaching eight (8) ...
While CFP, CFA or CPA designations are not mandated, the knowledge base and skillset developed through these programs outline the fundamentals for success as a lead advisor. Understanding Estate ...
While CFP, CFA or CPA designations are not mandated, the knowledge base and skillset developed through these programs outline the fundamentals for success as a lead advisor. Understanding Estate ...
Industry experience and/or relevant certifications (e.g., CFP, CFA, real estate licensure) are desirable but not required. * The ability and desire to teach and/or develop programming in our graduate ...
Industry experience and/or relevant certifications (e.g., CFP, CFA, real estate licensure) are desirable but not required. * The ability and desire to teach and/or develop programming in our graduate ...
Ascent Managing Director Client Advisor
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
Ascent Managing Director Client Advisor
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
Ascent Managing Director Client Advisor
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
New
Ascent Managing Director Client Advisor
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
New
Ascent Managing Director Client Advisor
Nashville, TN · On-site
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
Ascent Managing Director Client Advisor
Nashville, TN · On-site
$197K - $240K/yr
... CFP, CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and ...
Portfolio Manager
Knoxville, TN · On-site
$70 - $90/hr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills * Strong presentation skills, computer proficiency and working ...
Portfolio Manager
Knoxville, TN · On-site
$70 - $90/hr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills * Strong presentation skills, computer proficiency and working ...
Planning Director
Nashville, TN · On-site +1
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Planning Director
Nashville, TN · On-site +1
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Portfolio Manager
Knoxville, TN · On-site
$89K - $135K/yr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills. * Strong presentation skills, computer proficiency and working ...
Portfolio Manager
Knoxville, TN · On-site
$89K - $135K/yr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills. * Strong presentation skills, computer proficiency and working ...
U.S. Private Bank - Private Banker - Vice President
Nashville, TN · On-site
$90 - $140/hr
Focuses on the 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 ...
U.S. Private Bank - Private Banker - Vice President
Nashville, TN · On-site
$90 - $140/hr
Focuses on the 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 ...
Portfolio Manager
$89K - $135K/yr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills. * Strong presentation skills, computer proficiency and working ...
Portfolio Manager
$89K - $135K/yr
Undergraduate degree, CFA or CFP designation or currently pursuing is required. * Excellent verbal and written communications skills. * Strong presentation skills, computer proficiency and working ...
U.S. Private Bank - Private Banker - Executive Director
Nashville, TN · On-site
$120 - $180/hr
Focuses on the 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 ...
U.S. Private Bank - Private Banker - Executive Director
Nashville, TN · On-site
$120 - $180/hr
Focuses on the 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 ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Nashville, TN)
Nashville, TN · On-site
$80 - $120/hr
Focuses on the 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 ...
U.S. Private Bank - Private Banker - Executive Director or Vice President (Nashville, TN)
Nashville, TN · On-site
$80 - $120/hr
Focuses on the 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 ...
Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and ...
Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and ...
Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and ...
Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations * Ability to anticipate and elicit customer needs * Ability to self-learn and develop business and ...
Planning Director
Nashville, TN · On-site
$120 - $180/hr
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. * JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Planning Director
Nashville, TN · On-site
$120 - $180/hr
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. * JD, CFP, or CPA preferred. * 8+ years of experience in financial services sales or consultation required.
Regional Sales Director
Nashville, TN · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Quick apply
Regional Sales Director
Nashville, TN · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree * 7+ years of industry experience Skills and Competencies: * Proficiencyin all Wealth Planner ...
Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree * 7+ years of industry experience Skills and Competencies: * Proficiencyin all Wealth Planner ...
Advanced Planning Director
Nashville, TN · On-site
$150K - $171K/yr
Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required. * 8+ years experience in financial services sales or consultation required. * FINRA SIE, FINRA Series 6 ...
Advanced Planning Director
Nashville, TN · On-site
$150K - $171K/yr
Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required. * 8+ years experience in financial services sales or consultation required. * FINRA SIE, FINRA Series 6 ...
Cfp Cfa information
What is a CFP or CFA?
CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.
What are the key skills and qualifications needed to thrive as a CFP or CFA?
To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.
How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?
CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.
What is the difference between Cfp Cfa vs Financial Analyst?
| Aspect | Cfp Cfa |
|---|---|
| Required Certifications | Cfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications |
| Work Environment | Financial planning, investment management, and portfolio analysis |
| Employer & Industry Usage | Financial advisory firms, investment firms, banks, and wealth management companies |
| Common Search & Comparison | People often compare Cfp Cfa roles to understand financial planning vs investment analysis |
While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.
What are popular job titles related to Cfp Cfa jobs in Tennessee?
For Cfp Cfa jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Cfp Cfa jobs in Tennessee look for?
The top searched job categories for Cfp Cfa jobs in Tennessee are:
What cities in Tennessee are hiring for Cfp Cfa jobs?
Cities in Tennessee with the most Cfp Cfa job openings:
Full-time
Re-posted 11 days ago
University Of Memphis rating
8.9
Based on 10 frontline employees who took The Breakroom Quiz
34th of 622 rated colleges and universities
Job description
The Finance department is hiring for an academic-year appointed Assistant Professor of Teaching. The Fogelman College of Business & Economics has become a leading business school in the Southeast and University of Memphis is a Carnegie R1 high research activity institution. The academic programs of the College are fully accredited by the AACSB (Association to Advance Collegiate Schools of Business). The College's full-time faculty of 96 serves approximately 3,100 students, with nearly 2,500 undergraduates, 550 master's students, and 50 doctoral students. The Department of Finance, Insurance, and Real Estate includes 12 full-time faculty members in addition to this position. Additional information about the University, College, and Department is available at the University's official website: http://www.memphis.edu.
Applications should include a cover letter, curriculum vitae, unofficial transcript of highest degree earned, the names and contact information of three professional references, and be made at http://workforum.memphis.edu. Screening of applications begins immediately and may continue until the position is filled. The search committee chair is Dr. Konstantin Sokolov, Department of Finance, Insurance, and Real Estate, (901) 678-5930, ksokolov@memphis.edu.
The University of Memphis is a leading, student-centered, urban public R1 research institution. Located in Memphis, Tennessee, on 1,160 acres. The University serves a population of nearly 20,000 students and 2,500 employees, including more than 1,000 full-time faculty members. The University offers bachelor's degrees in more than 230 areas of study, master's degrees in more than 50 subjects and doctoral degrees in 26 disciplines; supported an institutional record of more than $100 million in research awards for FY24; and has an operating budget of close to $500 million.A Ph.D. or ABD in finance is required. Research and professional engagement activities sufficient to qualify as Scholarly Academic under existing AACSB business accreditation guidelines are strongly desired.
Job responsibilities include effectively teaching graduate and primarily undergraduate finance courses, significant service leadership on important departmental operations related to the Cook Analytics & Trading Lab. Instructional duties include effective instruction in undergraduate finance courses that may also be cross listed at the Master's level; evaluating student learning outcomes; participating in related department activities; and complying with all Department, College, and University regulations. The Assistant Professor of Teaching position will also be responsible for teaching courses that lead to financial certifications and licensing (CFP/CFA).
Job duties include:
1. Teaching eight (8) finance courses for the academic year and ensuring high rates of success in student learning outcomes.
2. Maintenance of AACSB scholarly academic status.
3. Assisting with Cook Analytics & Trading Lab operations including lab scheduling, dataset maintenance, tech support liaison for hardware and software issues as well as support to improve the lab's worldwide web visibility through department resources.
4. Assisting with recruitment of students and student leaders for clubs and teams along with supporting students in finance competitions, the CFP Board educational program, inter-university student competitions, Finance Club, and other university activities. Maintaining contact with the CFA Society, the FPA Society along with maintaining AACSB scholarly academic credentials.
5. Service on Department and College Committees such as leading the Assessment of Learning Committee.
What University Of Memphis employees say
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About University of Memphis
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Industry
Colleges, universities, and professional schools
Company size
1,001 - 5,000 Employees
Headquarters location
Memphis, TN, US
Year founded
1912