- Truist (Orlando, FL)
- …Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). Deposit/general banking knowledge to effectively ... coordinate the delivery of a wide variety of bank products Intermediate or advanced PC skills including standard Microsoft Office products and database applications. **General Description of Available Benefits for Eligible Employees of Truist Financial… 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 (South Jordan, UT)
- …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
- 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
- US Bank (Minneapolis, MN)
- …leading + 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… 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
- Raymond James Financial, Inc. (FL)
- …trust administration experience and three (3) years of supervisory experience. ~or~ * JD, MBA , CTFA, CFP or CPA and four (4) years personal trust administration ... experience and one year of supervisory experience. ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **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
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...with relevant professional experience in the field. Alternatively, have MBA or JD with a focus on course teaching,… more
- Charles Schwab (Lone Tree, CO)
- …Employment) + 3+ years of sales experience in financial services required + CFA, CFP , or MBA preferred + Ability to build relationships, collaborate with ... partners and consistently produce results + Strong organizational & time management skills + In depth knowledge of Fixed Income Products + Ability to effectively use Microsoft Office, FactSet and Bloomberg + Bachelor's degree or equivalent professional… more
- JPMorgan Chase (Dallas, TX)
- …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
- Truist (Mclean, VA)
- …2. Obtained or working toward an advanced degree or license/certification (eg JD, LLM, MBA , CPA, CTFA or CFP ). **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
- 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
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree required.** **Advanced degree or certification, including JD, LLM, CFP , MBA , CPA, CIMA, CAIA or CFA required.** **8+ years ... experience in financial services sales or consultation required.** **Securities Industry Essentials (SIE) required.** **FINRA Series 6 or 7 and 63 required.** We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit… more
- JPMorgan Chase (Fort Lauderdale, FL)
- …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
- 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