- JPMorgan Chase & Co. (Greenwich, CT)
- …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 Experience… more
- JPMorgan Chase & Co. (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 About Us Chase is a… more
- SageView Advisory Group (Richmond, VA)
- …Bachelor's degree in Finance, Business, Economics, or a related field Progress toward CFA , CFP , or CIMA designations preferred Strong communication skills and ... ability to clearly explain complex investment topics Familiarity with mutual funds, CITs, and stable value products Experience with Morningstar Direct, Envestnet, or similar platforms Where You'll Work: This is a hybrid position based in Boston, MA or… more
- National Christian Foundation (Englewood, CO)
- …service Education *Bachelor's degree required; advanced degree or certification preferred. (MBA, JD, CFA , CKA, CFP , CPA, CAP, CTFA). Experience *Minimum of three ... year's experience in one or more of the following areas: outside sales, business ownership, financial planning or wealth management, previous sales, relationship management, business development, marketing/channel development, financial services/planning, law… more
- Northern Trust (Los Angeles, CA)
- …the client. Series 7 and 63 licenses are required. Additional professional designations such as CFP , CFTA, CFA , CIMA are strongly preferred. You know how to use ... your strong analytical and sales skills to connect individual client asset situations to our specific capabilities and services. Your strong communication skills will ensure you can understand clients' needs and respond with the appropriate solutions. You… more
- Deloitte (Atlanta, GA)
- …CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor ( CFA ) Certified Financial Planner ( CFP ) Preferred: Advanced degree ... such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation… more
- Allspring (Chicago, IL)
- …and client resolution. Strong presentation skills. Chartered Financial Analyst ( CFA or equivalent experience), Certified Public Accountant (CPA), Certified Financial ... Planner ( CFP ) or Certified Investment Management Analyst (CIMA) designation is preferred. Base Pay Range: $170,000 - $200,000 Actual base salary may vary based upon,… more
- Financial Planner Recruiting, LLC (New York, NY)
- …Planner ( CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst ( CFA ), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar 5-8+ ... years experience in a client-facing financial services roles Experience with in-depth tax planning and building tax projections for clients Significant experience in delivering financial advice directly to consumers Exceptional investment acumen and knowledge… more
- COUNTRY Financial (Vancouver, WA)
- …Analyst ( CFA ) Certified Public Accountant (CPA) Certified Financial Planner ( CFP ) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience ... in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial(R) is the trade name for a collective of affiliated insurance and financial services companies. This means we have an… more
- 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
- 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 (Pasadena, 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
- US Bank (Lexington, KY)
- …decisions independently and act as a business owner - 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
- 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
- JPMorgan Chase (Nashville, TN)
- …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
