- 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
- Charles Schwab (Westlake, TX)
- …preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, ... CFP , CFA , MBA, CHFC, CPWA) highly preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active &… more
- Truist (Chicago, IL)
- …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
- Truist (Tampa, FL)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * 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 (South Jordan, UT)
- …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
- TEKsystems (Fort Worth, TX)
- …7, series 63, Series 65, Series 24, MBA, Masters Degree, Leadership Experience, CFA , CIMA, CFP , CLU Top Skills Details Wealth Management,Financial Services ... partner representatives. MBA or Masters Degree preferred Advanced professional qualifications preferred ( CFA , CIMA, CFP , CLU, etc.) Experience Level Expert Level… more
- TIAA (Knoxville, TN)
- …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
- Edward Jones (Tempe, AZ)
- …months of hire. Advanced degree or relevant industry designation(s) preferred. eg ASA, FSA, CFA , CFP , CLU, ChFC, CPA, etc. Years of Experience: Generally, 10+ ... years of relevant financial services experience, Insurance experience preferred. Functional Knowledge: * Deep subject matter expertise in product line products * Exceptional technical aptitude and analytical skills * Highly collaborative * Highly effective… more
- JPMorgan Chase (Philadelphia, PA)
- …Proactive, takes initiative, and uses critical thinking to solve problems + MBA, JD, CFA , or CFP preferred + 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 with and in-depth knowledge of the equity and fixed income markets and… more
- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- Vanguard (Malvern, PA)
- …financial advisors across channels * FINRA Series 7 & 63. Special Factors * CFA or CFP is highly preferred. Special Factors Sponsorship Vanguard is offering ... visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and… more
- US Bank (Madison, WI)
- …critical decisions independently and act as a business owner + Professional designation such as CFA or CFP 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 approach to… more
- US Bank (Cincinnati, OH)
- …- Ability to make critical decisions independently - 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
- Wells Fargo (Atlanta, GA)
- …military experience, education **Desired Qualifications:** + MBA or Higher Education + CFA , CFP , CAIA Designations + Wealth Management support experience with ... multi-generational families + Excellent verbal, written, and interpersonal communication skills + Strong presentation and analytical skills **Job Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau… more
- Janus Henderson Investors (New York, NY)
- …+ A college degree is required + An advanced degree (MBA) or professional designation ( CFA or CFP ) is preferred, but not required + Series 7 and Series ... 63 is required. Other securities licenses may be required during the normal course of employment Nice to have skills + Excellent client facing skills + Broad understanding of the Defined Contribution market, core menu design best practices, and capital market… more
- JPMorgan Chase (Fort Lauderdale, FL)
- …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
- US Bank (Naples, FL)
- …- Ability to make critical decisions independently - 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
- US Bank (Minneapolis, MN)
- …+ Prefer advanced expertise that is directly relevant to UHNW clients (JD, LLM, CPA, MBA, CFA , CFP , CAIA, etc.), or a track record of working with these types of ... professional resources. + Wealth management experience in the areas of investments, banking, fiduciary services and/or finance. + Currently reside in the local area or have significant relevant experience and relationships in the region + Industry leading… more
- CIBC (Chicago, IL)
- …in Finance, Accounting, or a related field. An MBA or certifications such as CPA, CFA , or CFP are considered strong assets. + **You're goal-oriented** . You are ... motivated by achieving objectives and delivering excellence in every client interaction. + **You're passionate about people** . You value relationships, collaborate effectively with diverse teams, and connect with clients through respect and authenticity. +… more
- Truist (Philadelphia, PA)
- …check * Ability to travel, occasionally overnight **Preferred Qualifications:** * MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and managing ... multi-regional wealth teams * Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life… more