- Edward Jones (St. Louis, MO)
- …+ Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA, CFP , CFA , ChFC ,) + Strong technical aptitude and analytical ... skills **INTERNAL APPLICANTS ONLY:** Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though… more
- Thrivent Financial (Minneapolis, MN)
- …obtained within 180 days of hire/transfer. + Progress towards an advanced industry designation such as CFA , ChFC , CFP , CIMA, or CLU is preferred. + Must have ... strong investment acumen including knowledge of modern portfolio theory statistics. + Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and… more
- Truist (Ormond Beach, FL)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ), Accredited Asset Management ... Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R) 4. Completion of Leadership Development… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA (R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial ... and 65 or 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R)… more