- 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
- Charles Schwab (Westlake, TX)
- …preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, ... CFP , CFA , MBA, CHFC, CPWA) highly preferred **Required Qualifications** + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65)… more
- Truist (Mclean, VA)
- …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
- Umpqua 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
- Truist (Chattanooga, TN)
- …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
- TIAA (Cincinnati, OH)
- …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
- Charles Schwab (Chicago, IL)
- …for action and innovation + Bachelor's degree required **Preferred Experience:** + MBA, CFA , CFP , or other advanced credentials strongly preferred + High degree ... of comfort dealing with ambiguity in a dynamic and fast paced work environment + Demonstrated ability to influence and drive outcomes in a highly matrixed organization + Excellent writing and storytelling skills, particularly when crafting materials for senior… more
- US Bank (Scottsdale, AZ)
- …critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who are ... in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring… more
- JPMorgan Chase (Miami, FL)
- …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 (Greenwich, CT)
- …- 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
- TIAA (Pasadena, CA)
- …clients. **Preferred:** + 7+ years working directly with wealth management clients. + CFA , CFP + University Degree 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 Date:** 2025-08-05 Base… more
- Fifth Third Bank, NA (Birmingham, AL)
- …preferred; successful candidates are likely to have an advanced degree, such as a CFA , CFP , MBA. + 8+ years of clearly defined investment management experience ... focused on structuring portfolios that couple the firm's investment approach with client goals. + Candidate should have excellent investment acumen, including sophisticated investments knowledge. + Significant sales and client retention experience + Experience… 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. The base salary for this position is reflective of the range of… more
- Eastern Bank (Boston, MA)
- …Bachelor's degree in business, finance or related field. Master's degree preferred. + CFA / CFP designation or other advanced certification preferred. + Minimum 12 ... years of experience in investments in research or client portfolio management position including minimum of 8 years of client facing experience. + Strong knowledge of global markets, economics, and portfolio construction. + Excellent written and verbal… more
- JPMorgan Chase (Charlotte, NC)
- …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
- Bank OZK (Little Rock, AR)
- …Basic Qualifications + Bachelor's degree or commensurate work experience required; MBA, JD, CFA , or CFP preferred + 5+ years of banking experience, including ... 3+ years in private banking or in another client-facing role serving high net-worth individuals, families and family offices, required + NMLS, or successful completion of NMLS process within 45 days of hire, required Job Expectations Job Expectations: O perate… more
- Neuberger Berman (New York, NY)
- …66 licenses (required within the first 180 days). + Additional certifications such as MBA, CFA , CFP , or CIMA are beneficial but not required. + Proficiency with ... Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client servicing… more
- City National Bank (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- …management products, platforms, and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on ... investment products, including managed accounts, IRA/retirement products, and alternative investments, is a plus + Experience in program/project management is preferred, including experience working with process and workflow improvement initiatives Chase is a… more