- BlackRock (Boston, MA)
- …exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Minimum 3+ years in asset ... more
- Truist (Germantown, TN)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... more
- JPMorgan Chase (New York, NY)
- …7 and Series 63/66 licenses required. + Additional certifications such as CFA, CFP , or CMT are advantageous. + Passionate about diversity & inclusion and financial ... more
- Atria Wealth Solutions (Richmond, VA)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + Experience delivering high quality service in all ... more
- US Bank (Fargo, ND)
- …Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** + ... more
- Charles Schwab (Orlando, FL)
- …and 66 (or 63 & 65) required + College for Financial Planning designations ( CFP , AAMS, AWMA, etc..) are preferred + 5+ years' direct international client experience ... more
- Bank of America (New York, NY)
- …Advisor Team(s) they support + SAFE Act Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or obtain/maintain at least one firm approved designation ... more
- BlackRock (PA)
- …and solutions to clients **Skills and Qualifications:** + Bachelor's degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF ... more
- Citizens (Rhinebeck, NY)
- …Credentials + Series 7 and 66 (65 and 63), Life Accident & Health licenses + CFP or CRC preferred + Bachelor's degree or equivalent work experience + 5+ years of ... more
- BlackRock (CA)
- …and solutions to clients **Skills and Qualifications:** + Bachelor's degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF ... more
- First Horizon Bank (Plano, TX)
- …tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA, or CFP preferred + Series 7, 66 and Insurance licenses preferred + Proactive, takes ... more
- Neuberger Berman (New York, NY)
- …Experience and Education + Bachelor's degree required; advanced certifications (eg, CFP , CEBS, JD, or similar) preferred. + 10+ years of experience ... more
- Mizuho Corporate Bank (New York, NY)
- …the stress continuum from BAU to Recovery and Resolution across various resiliency plans ( CFP , CCP, Recovery and Resolution Plan), as well as acting a central crisis ... more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …experience in the financial services industry is preferred but is not required. CFP (R) designation preferred but not required. + Highly proficient in MS Office; ... more
- Zions Bancorporation (Salt Lake City, UT)
- …+ Bachelor's degree in Finance, Economics, Financial Planning or a related field. + CFP , CPA, JD, or MBA preferred. + Advanced knowledge as a generalist or ... more
- Truist (Dallas, TX)
- …Qualifications: 1. Master's degree in Finance, accounting or International Business. 2. CFP , CFA, CIMA, CTFA **General Description of Available Benefits for Eligible ... more
- Edward Jones (St. Louis, MO)
- …legal or financial services experience + Professional certification, such as CTFA, CFP , CPA, JD strongly preferred + Working knowledge of trust administration ... more
- CIBC (St. Louis, MO)
- …A Bachelor's degree is preferred, along with advanced designations such as MBA, CFP , CFA, JD, CTFA, or CPA. **What Success Looks Like** * A growing ... more
- State of Colorado (Pueblo, CO)
- …Preferred Qualifications + Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) + Ability and willingness to teach introductory courses in other ... more
- Bank of America (Newport Beach, CA)
- …Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or obtain/maintain at least one firm approved designation ... more