- JPMorgan Chase & Co. (New York, NY)
- …and 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
- Brown Brothers Harriman & Co. (Boston, MA)
- …and comfort engaging with private business owners Strong team player Strong work ethic CFA, CFP , and/or MBA a plus We value diverse experiences. We value diverse ... experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers… more
- Charles Schwab Inc. (Cincinnati, OH)
- …wealth management - financial planning and investment planning Preferred Qualifications CFP (R) designation or MBA equivalent. Understanding of traditional ... investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. Excellent oral and written communication skills. Comfortable and able to present articulately to large groups: ex. industry… more
- Staffmark (Riverside, CA)
- …of experience as a Financial Advisor, with 5+ years as a Lead Advisor CFP designation required; advanced certifications (CFA, CPA, MBA , JD) a plus Expert-level ... knowledge of holistic financial planning, especially for high-net-worth individuals Strong emotional intelligence, active listening, and communication skills High integrity, empathy, and ability to build trust quickly Comfortable using tools such as Redtail,… more
- Thrivent Financial (Minneapolis, MN)
- …in finance, business administration, or a related field; advanced degree or designation (eg, MBA , CFP (R)) preferred. + A minimum of 7 years of experience in ... financial services, with a focus on teaming, succession planning, mergers and acquisitions, or a related field. + A minimum of 3 years of experience coaching and leading teams, with a proven ability to develop talent and drive performance in a high-stakes… more
- Truist (Philadelphia, PA)
- …in Taxation, Masters of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA , or CFP + 15+ Years of fiduciary experience with a focus on ... business development and relationship management **Truist stands for better** Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to… more
- Truist (Charlotte, NC)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP , CFA, CIMA **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 for benefits, though eligibility for specific benefits may be determined by the division of Truist… 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 (Atlanta, GA)
- …field. 2. Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software ... **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 for benefits, though eligibility for specific… more
- Umpqua 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …seven (7) to ten (10) years of personal trust administration experience ~or~ * JD, MBA , CTFA, CFP or CPA and four (4) years personal trust administration ... experience ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. more
- BlackRock (San Francisco, CA)
- …3 years of Wealth Management sales leadership experience preferred + Bachelor's degree required ( MBA , CIMA, CFP , CRPS, ARPC a plus) + 5+ years relevant financial ... services experience preferred + Series 7 and 66 required + Series 24 required or must be obtained within licensing time frame after hire + Leadership experience with proven ability to motivate team members in a sales capacity + Ability to multitask and work… 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
- 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
- Charles Schwab (Chicago, IL)
- …a bias 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… 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
- 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
- JPMorgan Chase (Charlotte, NC)
- …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
- 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
- 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
