- Vanguard (Malvern, PA)
- …equivalent combination of training and experience. Graduate degree preferred. + CFA, CIMA, CFP or Graduate degree preferred. + This job requires a regulatory license ... more
- Bank of America (Las Vegas, NV)
- …+ Minimum 7 years of planning-related work experience desired + JD, CPA, or CFP desired + LLM, MST, MBA (or in progress) a plus **Skills:** + Critical ... more
- T. Rowe Price (Baltimore, MD)
- …knowledge of alternative products and platforms + Professional designations such as CFA, CFP , CIMA, or MBA FINRA Requirements FINRA licenses are required and will be ... more
- Neuberger Berman (New York, NY)
- …7, 66 required + Series 31 required within 3 months of employment + CFP , CIMA, and/or CFA/CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for ... more
- Kestra Financial (Pittsburgh, PA)
- …7, 66, 63 licenses + State Insurance Licenses (Life, Accident & Health) + CFP (R) designation is a plus + Knowledge of Emoney, Riskalyze and Redtail software is ... more
- Kestra Financial (Fort Worth, TX)
- …Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities ... more
- BlackRock (San Francisco, CA)
- …anticipate industry trends. **Qualifications/Skills** + BA/BS required. Advanced Degree (CFA, CAIA, CFP , FRM, MBA) or progress towards, is strongly preferred + A ... more
- Kestra Financial (Wappingers Falls, NY)
- …culture preferred Certificates, Licenses, and/or Registration + Series 7 and 65/66 license required + CFP , CPA, CFA, or ChFC preferred (or ability to obtain) ... more
- Bank OZK (Fort Lauderdale, FL)
- …other Financial Planning tools, preferred. + Professional designation (ie, CTFA, CFP (R)), preferred. Job Expectations Job Expectations: O perate customary equipment ... more
- Kestra Financial (Cranbury, NJ)
- …of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent communication and interpersonal ... more
- KeyBank (Boston, MA)
- …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... more
- Matter Family Office (St. Louis, MO)
- …BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience serving ... more
- JPMorgan Chase (Palo Alto, CA)
- …banking concepts **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proven record of being a player-coach within a high ... more
- Raymond James Financial, Inc. (IL)
- …ability to obtain other necessary licenses within 60 days of hire. - AIF, CRPS, CFP , or similar accreditation within six months of hire. Travel Required: Yes, 75 % ... more
- Truist (New York, NY)
- …Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid ... more
- University of Colorado (Denver, CO)
- …record of teaching multiple finance courses. Professional designations such as CFA and CFP are a plus. _Applicants must meet minimum qualifications at the time of ... more
- Commerce Bank (Wichita, KS)
- …with desire to expand responsibilities preferred + Certified Financial Planner ( CFP ) and/or Certified Trust Fiduciary Advisory (CTFA) designation or current progress ... more
- UMB Bank (Leawood, KS)
- …**Bonus Points if:** + You have a Juris Doctorate or CTFA or CFP . **Compensation Range:** $83,200.00 - $178,800.00 _The posted compensation range on this listing ... more
- Deloitte (San Francisco, CA)
- …Enrolled Agent + Other- Chartered Financial Advisor (CFA) or Certified Financial Planner ( CFP ) may also be acceptable depending on the specific role and business ... more
- City National Bank (Las Vegas, NV)
- …MBA and typically has 8 years of financial services experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 ... more