- Target (Minneapolis, MN)
- …discounted cash flow modeling and in-depth understanding of financial statements + MBA / CFP /CPA/MA preferred _This position will operate as a Hybrid/Flex for ... Your Day work arrangement based on Target's needs. A Hybrid/Flex for Your Day work arrangement means the team member's core role will need to be performed both onsite at the Target HQ MN location the role is assigned to and virtually, depending upon what your… more
- Edward Jones (Tempe, AZ)
- …management + 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
- Tompkins Community Bank (Rochester, NY)
- …and expand referral opportunities. Qualifications + Bachelor's degree required; advanced degree ( MBA , CFP , CTFA, or equivalent) preferred. + Minimum of five ... (5) years of relevant experience required. Progressive experience in wealth management, financial services, or related leadership roles preferred. + Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best… 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
- 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
- Columbia Bank (Bellevue, 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
- Truist (Fort Lauderdale, FL)
- …and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA , CPA, CFP 2. 10+ years of fiduciary experience with a focus ... on business development and relationship management **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… more
- JPMorgan Chase (New York, NY)
- …behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading ... financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of… 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
- Neuberger Berman (Dallas, TX)
- …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
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public firm/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… more
- JPMorgan Chase (Minneapolis, MN)
- …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
- Edward Jones (Tempe, AZ)
- …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA , CFA, CPA or working towards designation(s) + Proficiency in ... non-trading applications or coding language (ie Microsoft Suite, Power BI, Tableau, VBA, SQL) *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per… more
- Aristotle Capital Management (Newport Beach, CA)
- …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
- CIBC (San Francisco, CA)
- …are** + Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA , CFA, CPA, CFP , or JD. + Wealth management expertise: Bring ... 10+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth… 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 30 days of hire, required Job Expectations Job… more
- Edward Jones (Tempe, AZ)
- …time and day efficiently. **What Could Set You Apart** + Masters' degree + CFA, CFP , MBA or related designations preferred + Series 24 preferred + Previous work ... experience on a trading desk is highly preferred. + Experience with statistical software such as SQL, R and Python is preferred Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work… more
- JPMorgan Chase (Tulsa, OK)
- …preferred + Five plus years of experience in a leadership position + Bachelor's degree required; MBA , JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and ... Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts… more
- JPMorgan Chase (Miami, FL)
- …professional with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Excellent communication skills ... + Strong analytical and quantitative skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART… more
- First Horizon Bank (Huntsville, AL)
- …on the client experience and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA , JD, CFA, or CFP preferred + Series 7, 66 and Insurance ... licenses 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… more