- Regions Bank (Indianapolis, IN)
- …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Truist (Philadelphia, PA)
- …background check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or ... enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- Columbia Bank (Seattle, WA)
- …duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel **Job Location(s):** This posting is… more
- TIAA (Radnor, PA)
- …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- JPMorgan Chase (Cleveland, OH)
- …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 communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
- US Bank (Charlotte, NC)
- …decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or… more
- Principal Financial Group (Washington, DC)
- …least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA , or CFP designation. **Salary Range Information** This position offers a ... competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range… more
- TIAA (Denver, CO)
- …complex, direct portfolio management experience with individual clients + Bachelors degree + CFA or CFP certification + Previous experience with various trading ... platforms + Previous experience with investment research platforms + Deep understanding of investment acumen + Strong proficiency and deep demonstrated background in client relationship building skill set \#LI-KD2 Related Skills Change Management, Client… more
- TIAA (Denver, CO)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change ... Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End… more
- KeyBank (Chicago, IL)
- …on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA , CFP or Master's Degree * Demonstrated new business accomplishments in ... ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and… more
- US Bank (Tampa, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- JPMorgan Chase (Denver, CO)
- …Five plus years of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA , or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance ... licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred… more
- City National Bank (Beverly Hills, CA)
- …services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA , CFP , or similar program strongly desired, but not required . * Minimum ... of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired. * Minimum of 1-2 years working in a professional team… more
- T. Rowe Price (Colorado Springs, CO)
- …obtained within first 3 months of hire if not currently held. Preferred: + MBA, CFA , CFP , CIMA + Extensive knowledge of the financial service industry + Previous ... intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and ability to… more
- Fifth Third Bank, NA (St. Louis, MO)
- …are necessary. + A Series 65 license, 66 license or a qualifying designation (such as CFA , CFP , ChFC, CIC, and PFS) must be obtained within 90 days of start ... date. + Some travel associated with client and prospect management may be necessary. WORKING CONDITIONS: + Normal office environment with little exposure to dust, noise, temperature and the like. Fifth Third Wealth Advisors, Relationship Manager Total Base Pay… more
- Huntington National Bank (Austin, TX)
- …Administration, or related field. Preferred Qualifications: + MBA or advanced certifications (eg, CFA , CFP , CBM). + 10+ years of experience leading and ... motivating commercial bank teams. + Strong understanding of commercial lending, credit analysis, and financial regulations. + Excellent communication, negotiation, and interpersonal abilities. + Proven track record of managing, meeting, and exceeding goals.… more
- BlackRock (New York, NY)
- …support clients and prospects . Create client-friendly versions of research materials **Requirements:** + CFA , CFP , JD, CPA or experience as a wealth advisor a ... plus + Minimum 5 years in wealth management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies +… more
- Citigroup (New York, NY)
- …and mediums + Bachelor's Degree required / Master's Degree preferred + CIMA, CFA or CFP (R) designation or candidate preferred **Job Family Group:** Private ... Client Product Services **Job Family:** Investment Strategy **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also… more
- US Bank (Naples, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or… more