- Target (Minneapolis, MN)
- …discounted cash flow modeling and in-depth understanding of financial statements + MBA / CFP /CPA/MA preferred _This position will operate as a Hybrid/Flex for ... Your Day work arrangement based on Target's needs. A Hybrid/Flex for Your Day work arrangement means the team member's core role will need to be performed both onsite at the Target HQ MN location the role is assigned to and virtually, depending upon what your… more
- CIBC (Houston, TX)
- …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP , CFA, JD, CTFA, CPA + 10+ years of experience in wealth ... management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional with a successful track record of business development and relationship management… more
- T. Rowe Price (Baltimore, MD)
- …Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales ... + Advanced sales, service, and relationship management skills + Advanced verbal and written communication skills + Outstanding presentation/public speaking skills + Self-directed and willing to travel (50%) + Thorough knowledge of the investment process and… more
- Truist (Raleigh, NC)
- …in Taxation, Masters of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA , or CFP 3. 15+ Years of fiduciary experience with a focus on ... business development and relationship management **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible… more
- JPMorgan Chase (New York, NY)
- …qualifications, skills and capabilities:** + Advanced degree or relevant industry designation (ie MBA ; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the ... oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over… more
- Columbia Bank (Seattle, WA)
- …perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of ... critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred....such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public company. - MBA , CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft ... Excel experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real… more
- US Bank (Minneapolis, MN)
- …concepts for audiences with different levels of sophistication + Professional designation such as MBA , JD, CFP , CFA, or CPA is preferred If there's anything we ... can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our… more
- JPMorgan Chase (San Francisco, CA)
- …**Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ... ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is… more
- T. Rowe Price (Colorado Springs, CO)
- …may be 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… more
- US Bank (Minneapolis, MN)
- …- 10 or more years of experience with ultra-high net worth clients - MBA , JD, CFP , CFA, or CPA Preferred Skills/Experience - Well-developed leadership abilities ... and strategic management skills - Thorough knowledge of division and relation to industry - Strong verbal and written communication skills - Well-developed analytical, decision-making and problem-solving skills - Considerable tact, diplomacy and people skills… more
- Neuberger Berman (New York, NY)
- …and 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… more
- JPMorgan Chase (Cleveland, OH)
- …works tirelessly 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… more
- CIBC (San Francisco, CA)
- …are** + Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA , CFA, CPA, CFP , or JD. + Wealth management expertise: Bring ... 10+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree required.** **Advanced degree or certification, including JD, LLM, CFP , MBA , CPA, CIMA, CAIA or CFA required.** **8+ years ... experience in financial services sales or consultation required.** **Securities Industry Essentials (SIE) required.** **FINRA Series 6 or 7 and 63 required.** We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit… more
- JPMorgan Chase (Denver, CO)
- …preferred + 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… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA, CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
- CIBC (Chicago, IL)
- …+ **Educational background:** Hold a bachelor's degree and/or advanced certifications such as MBA , CFA, CPA, CFP , or JD. + **Wealth management expertise:** Bring ... 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated… more
- Bank OZK (Little Rock, AR)
- …and banking applications 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… more
- Bank of America (Los Angeles, CA)
- …and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or ... JD a significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account… more