- Charles Schwab (Orlando, FL)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire) Active FINRA ... in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention… more
- Charles Schwab (Bellevue, WA)
- …individual with extensive financial services experience to share with their team of CFP (R) or CFA (R) investment professionals. Managing change - The Senior ... and the ability to execute the Schwab strategy. Essential skills include: CFP (R) designation, CFA (R) designation required (may consider 24 month condition… more
- Charles Schwab (Tysons Corner, VA)
- …this may be the 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… more
- Regions Bank (Atlanta, GA)
- …in financial and economic markets + Progress towards 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 + Skilled in applicable computer software programs + Verbal and written… more
- Regions Bank (Ocala, FL)
- …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
- JPMorgan Chase (New York, NY)
- …7 and Series 63/66 licenses are required, and additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Lead ... + FINRA Series 7 and Series 63/66 licenses required. + Additional certifications ( CFA , CFP , CMT) are a plus. + Advanced skills in data analytics, Excel,… more
- Truist (Charlotte, NC)
- …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 (Bellevue, 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 (Walnut Creek, CA)
- …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 (Minneapolis, MN)
- …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
- Wells Fargo (Minneapolis, MN)
- …prioritizing skills + Bachelor's degree in Business, Management, or related fields + CFA , CFP and other related financial industry designations + Strong written ... and verbal communication skills + Excellent Analytical abilities **Job Expectations:** + This position is not eligible for Visa sponsorship. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be… 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
- US Bank (Seven Hills, OH)
- …- 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
- Fifth Third Bank, NA (Springfield, IL)
- …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
- TIAA (Stamford, CT)
- …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
- CIBC (Chicago, IL)
- …in Finance, Accounting, or a related field. An MBA or certifications such as CPA, CFA , or CFP are considered strong assets. + **You're goal-oriented** . You are ... motivated by achieving objectives and delivering excellence in every client interaction. + **You're passionate about people** . You value relationships, collaborate effectively with diverse teams, and connect with clients through respect and authenticity. +… more
- Charles Schwab (Tysons Corner, VA)
- …**Preferred Qualifications** + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's degree highly ... preferred **Required Qualifications** + Active & valid FINRA Series 7 license + Active & valid FINRA Series 66 (63/65) license + Active & valid Life & Health insurance + 7+ years financial services industry experience + 2+ years Ultra- HNW client experience… more
- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- US Bank (Portland, OR)
- …and presentation skills -Ability to make critical decisions independently -Professional designation such as CFA or CFP 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
- 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 30 days of hire, required Job Expectations Job Expectations: O perate… more
