- Robert Half Finance & Accounting (San Francisco, CA)
- …immediate consideration. Requirements + 8+ years in financial planning, wealth management , or investment advisory. + CFP (R) certification required; Series 65 ... client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and… more
- CIBC (Austin, TX)
- …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… more
- Robert Half Finance & Accounting (Marin County, CA)
- …immediate consideration. Requirements + 5+ years in financial planning, wealth management , or a similar advisory role. + CFP (R) certification required; ... with a hybrid schedule. Join an independent firm that delivers holistic wealth management focused on financial well-being, personal fulfillment, and long-term… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …email for additional info and immediate consideration. Requirements + 8+ years of wealth management experience. + MUST HAVE CFA, CFP or CIMA. + Series 7 and ... Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a RIA. This is a full-time...Hybrid schedule. Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to… more
- Wells Fargo (Atlanta, GA)
- …military experience, education **Desired Qualifications:** + MBA or Higher Education + CFA, CFP , CAIA Designations + Wealth Management support experience ... business and technical needs across groups and functions within Private Wealth Portfolio Management + Lead the strategy and resolution of highly complex and… more
- Regions Bank (Chattanooga, TN)
- …Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) ... of the system. **Job Description:** At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for...**Primary Responsibilities** + Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio… more
- Kestra Financial (Baltimore, MD)
- About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial ... Design and manage portfolios, including trading, rebalancing, and tax management . . Maintain and update CRM platforms (Redtail or.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- JPMorgan Chase (Palo Alto, CA)
- …also be a plus. As a Vice-President - Wealth Planner within JP Morgan Wealth Management Wealth Planning & Advice, you will have a comprehensive ... WP&A leadership to develop and present content across different wealth management topics + Serve as a...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- TIAA (Hackensack, NJ)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Vanguard (Scottsdale, AZ)
- The Regional Director, Personal Investor Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing wealth ... and most complex individual investors (and entities) served by Personal Investor Wealth Management . + Manages a large, multi-billion-dollar book of business.… more
- JPMorgan Chase (New York, NY)
- …with clients using various products and platforms You will partner with JP Morgan Wealth Management and field leaders to solidify regional or segment strategies ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...college degree and either a JD, LL.B., CPA, or CFP or equivalent + Experience as a professional athlete… more
- Kestra Financial (Plano, TX)
- … Group, an independent financial advisory firm under Kestra Financial, is seeking a Wealth Management professional to enhance our team. As a member of Symphony ... Wealth Group, you will engage with high-net-worth clients, providing customized wealth management solutions tailored to their unique financial situations.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …needed as required by management . + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination ... **Knowledge, Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning; investment management ; and specialized… more
- Charles Schwab (Westlake, TX)
- …highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional ... needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited… more
- Truist (Mclean, VA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... * 8 or more years of sales and client management experience in Wealth Management ...* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Truist (Chattanooga, TN)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Charles Schwab (Los Angeles, CA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- Zions Bancorporation (San Diego, CA)
- …the possibilities are endless. You bring the talent; we bring the opportunity. Zions Wealth Management is a specialized division within the bank that offers ... risk management . The primary goal of a wealth management group is to help clients...65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- Deloitte (Honolulu, HI)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager in our Private Wealth ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more