- Truist (Ormond Beach, FL)
- …professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset ... and asset allocation objectives and policies. 3. Keep abreast of changing economic , legal, financial planning, investment trends and general market and business… more
- M&T Bank (Hauppauge, NY)
- …Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst ) and/or CFP (Certified Financial Planner ) certification Proven ... investment process and wealth management offering. Articulate current and relevant economic , financial and market information, as well as all available… more