- Charles Schwab (Orlando, FL)
- …120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire) Active FINRA Series 66 license (May ... industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal,… more
- Charles Schwab (Bellevue, WA)
- …financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. Managing change - The Senior Regional Manager will establish ... to execute the Schwab strategy. Essential skills include: CFP(R) designation, CFA (R) designation required (may consider 24 month condition of employment) Bachelor's… more
- Minnesota Cannabis Services (Edina, MN)
- …leadership, including executive P&L and multi-state experience. CPA, MBA, or CFA strongly preferred. Expertise in GAAP compliance, multi-entity consolidations, and ... FP&A. Demonstrated leadership in ERP/AIS implementation and automation. Proven ability to manage treasury, tax, audit, and investor relations concurrently. Experience in retail, manufacturing, or regulated industries is highly valued. Performance Outcomes… more
- Neuberger Berman (Chicago, IL)
- …sets + Experience using statistical packages (eg R, MATLAB, etc.) a plus + Current CFA charterholder or CFA candidate a plus + Highly motivated with a passion ... for investing, particularly in the idea generation process Compensation Details The salary range for this role is $100,000-$125,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may… more
- Development Capital Networks (Oklahoma City, OK)
- …clear, actionable insights that drive mission-focused results. If you're a CPA or CFA with deep expertise in financial leadership , this is your opportunity to ... needed. Required Qualifications Bachelor's degree in Accounting or Finance. CPA or CFA credential required. 10+ years of progressive financial leadership, with at… more
- Charles Schwab (Tysons Corner, VA)
- …opportunity for you. What you have Required Qualifications: CFP(R) designation or CFA (R) designation Bachelor's degree Active and valid FINRA Series 7 license May ... be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and… more
- OhioHealth (Columbus, OH)
- …from the organization longer than 90 days. The Certified First Assistant in Surgery ( CFA ) provides assistance to the surgeon or group of surgeons during an operative ... procedure as a first or second assistant providing aid in exposure, hemostasis, and other technical functions that will help the surgeon carry out a safe operation with optimal results for the patient. Responsibilities And Duties: Provides assistance to the… more
- Mercy (Oklahoma City, OK)
- …Certifications: Certified Surgical Technologist required (CST). Certified First Assistant preferred ( CFA ) if not must be completed within one year of hire. ... Experience: Minimum 3 years Surgical Technologist scrub experience. Previous CST-FA experience preferred. Licensure: Surgical Technology experience or Graduate with a Degree in Surgical Technology or completion certification from an accredited surgical… more
- Jobleads-US (San Francisco, CA)
- …Faculty - Temporary/Lecturer Location: San Francisco Categories: Unit 3 - CFA - California Faculty Association, Temporary, Full Time, Faculty - Education/Library ... Science, On-site (work in-person at business location) Graduate College of Education with Department of Secondary Education Roles and Responsibilities of SFUTR Coordinator for SF State: These are distinct from what program faculty do for all other credential… more
- Jobleads-US (Boston, MA)
- …assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement an d paid time off (leave of absence,paid ... holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work… more
- Principal Financial Group (Kansas City, MO)
- …63 required within 45 days + Advanced designations preferred (eg, CFP(R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and financial ... markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills are… more
- Xcel Energy (Minneapolis, MN)
- …**Note:** Candidates with a Master's Degree or certification such as CPA, CMA, CFA , etc. or investment banking or public accounting background may be granted years ... of experience to reach the 6-year minimum. + Advanced skills with Microsoft Office applications. + Demonstrated ability to effectively communicate to a variety of audiences and analyze complex business scenarios. + Experience with project roles essential.… more
- Neuberger Berman (New York, NY)
- …standards and compliance + Progress towards professional certifications such as FRM, CFA , CAIA or similar is a plus LI-MB1 LI-Hybrid Compensation Details The ... salary range for this role is $105,000-$125,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in… more
- Vaco (Houston, TX)
- …perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + Minimum 4 ... years' client relations experience in audit, tax, and/or public accounting highly preferred, or experience selling accounting/financial project solutions. + Proven success achieving and/or exceeding performance goals. **Technical Skills:** + Must have working… more
- FM (Waltham, MA)
- …as well for manager diligence activities. + BA or BS required; MBA, CFA , CAIA or other advanced degree related to investments, economics, finance, or quantitative ... analysis preferred + 5+ years of relevant sector specific experience in investments, financial markets and/or financial risk management + Global financial markets, investments, risk management and economics related experience across asset classes, and risk and… more
- Principal Financial Group (Seattle, WA)
- …and VaR/tracking error methodologies **Skills That Will Help You Stand Out** + CFA , FRM or advanced degree in Finance, Econometrics, or Statistics + Must have ... proven and strong abilities and skills in the areas of written and verbal communication, presentations, attention to detail, critical thinking, analytical, problem solving, decision making, consulting, influencing, and relationship building skills +… more
- Amphenol CIT (Snoqualmie, WA)
- …**EDUCATION and EXPERIENCE** + BA in Finance, Accounting or Business Administration; CPA, CFA or MBA preferred. + 7+ years of experience in progressive finance and ... accounting roles. + 5+ years of experience in manufacturing industry, preferred. **LANGUAGE REQUIREMENTS** + Excellent verbal and written communication skills in English. + Conversational in any other language is a plus. **MATHEMATICAL SKILLS** This position… more
- SMBC (Jersey City, NJ)
- …Bachelor's degree in accounting or finance or equivalent field of study. + CPA, CFA , or FRM is an advantage. + Working knowledge of product control processes, trade ... lifecycle, and proper internal controls framework within capital markets fixed income or advisory. + Knowledge of derivatives and other financial instruments per US GAAP. + Leadership skills with proven ability to mentor and train junior staff. + Proficiency… more
- DWS Group (New York, NY)
- …(Excel, PowerPoint, Word). Bachelor's degree in finance, economics, or a related field; CFA or progress toward designation is a plus License(s) required: N/A What ... we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a… more
- PATRIOT BANK, NA (Stamford, CT)
- …degree in Finance, Accounting, Economics, or related field; MBA or CPA/ CFA preferred. 10+ years of progressive treasury experience, including leadership roles. ... Demonstrated expertise in capital markets, corporate finance, liquidity planning, and risk management. Strong analytical and strategic thinking skills. Excellent communication, negotiation, and leadership abilities. Experience with treasury management systems… more
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