- Charles Schwab (Vienna, 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 Pursuant to SAFE Act… more
- Charles Schwab (Vienna, 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 Pursuant to SAFE… more
- Bank OZK (Atlanta, GA)
- …accounting, or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA (R), or AIF(R) certification preferred. + 10+ years of ... experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a… more
- Principal Financial Group (Baltimore, MD)
- …7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and ... financial markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills… more
- Regions Bank (Atlanta, GA)
- …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** + Excellent interpersonal skills + Excellent oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and… more
- Regions Bank (Birmingham, AL)
- …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 (Coral Gables, 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
- Truist (Philadelphia, PA)
- …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
- Charles Schwab (Westlake, TX)
- …Center and Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP )** + A client-centric focus - keeps clients in ... industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP , etc.) **What's in it for you** At Schwab, you're empowered to… more
- JPMorgan Chase (New York, NY)
- …collaborate, and contribute to a fast-paced agenda. Additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Support ... management, or related financial services roles is preferred. + Additional certifications ( CFA , CFP , CMT) are a plus. + Proficiency in data analytics, Excel,… 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
- JPMorgan Chase (New York, NY)
- …self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) **QUALIFICATIONS** + 8+ years of ... self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest… more
- TIAA (Hyannis, MA)
- …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 (Nashville, TN)
- …decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location:** 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… more
- JPMorgan Chase (Indianapolis, IN)
- …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
- Edward Jones (Tempe, AZ)
- …7/66 required within 6 months of hire, consistent with department policy + Begin pursuing CFA or CFP within six months. + Technical aptitude -knowledge of the ... following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts. **What Could Set You Apart:** + Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial… more
- slippery rock university (Slippery Rock, PA)
- …or ABD, and prior work experience in Finance and/or professional certification (such as CFA , CFP ), will be given preference. Posting Detail Information Posting ... Date Closing Date Open Until Filled Yes Respect for Individuals in the Community Slippery Rock University provides an environment that respects, encourages, and promotes the talents and contributions of all. Slippery Rock University values a community with a… more
- Principal Financial Group (Washington, DC)
- …least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA , or CFP designation. **Salary Range Information** This position offers a ... competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range… more
- TIAA (Denver, CO)
- …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
- US Bank (Scottsdale, AZ)
- …skills - Ability to make critical decisions independently - 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
