- Principal Financial Group (Charlotte, NC)
- …least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA , or CFP designation. **Salary Range Information** This position offers a ... competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range… more
- Charles Schwab (Atlanta, GA)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire) Active FINRA ... in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention… more
- Charles Schwab (Roanoke, TX)
- …in the financial services industry working directly with clients highly preferred CFP or CFA preferred Superior relationship management and client retention ... experience Polished interpersonal, communication and presentation skills, attention to detail What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust… more
- Bank OZK (Little Rock, AR)
- …accounting, or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA (R), or AIF(R) certification preferred. + 10+ years of ... experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a… more
- Principal Financial Group (Baltimore, MD)
- …7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and ... financial markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills… more
- JMG Financial Group (Pewaukee, WI)
- …will have supervisory responsibilities for a support team. Qualifications Required: CFP (R) designation (Certified Financial Planner) CFA (R) and/or CPA ... designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts Proficient in basic computer skills especially Microsoft Office Education: Bachelor's Degree in Personal Financial Planning,… more
- Regions Bank (Atlanta, GA)
- …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent interpersonal skills + Excellent oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and… more
- Regions Bank (Atlanta, GA)
- …in financial and economic markets + Progress towards Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and written… more
- Regions Bank (Coral Gables, FL)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …in high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA (R), CPA, JD, or similar professional designation. + Strong ... communication, relationship-building, and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning… more
- Charles Schwab (Westlake, TX)
- …Center and Legacy systemsPreferred - industry specific licensing and/or designations (CPIM, CFA , CFP , etc. + Preferred - industry specific licensing and/or ... designations (CPIM, CFA , CFP , etc.) **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work,… more
- JPMorgan Chase (New York, NY)
- …collaborate, and contribute to a fast-paced agenda. Additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Support ... management, or related financial services roles is preferred. + Additional certifications ( CFA , CFP , CMT) are a plus. + Proficiency in data analytics, Excel,… more
- Truist (Jupiter, FL)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion ... or enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- JPMorgan Chase (New York, NY)
- …7 and Series 63/66 licenses are required, and additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Lead ... + FINRA Series 7 and Series 63/66 licenses required. + Additional certifications ( CFA , CFP , CMT) are a plus. + Advanced skills in data analytics, Excel,… more
- JPMorgan Chase (New York, NY)
- …self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) **QUALIFICATIONS** + 8+ years of ... self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest… more
- TIAA (Center Valley, PA)
- …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- TIAA (Denver, CO)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change ... Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End… more
- US Bank (Scottsdale, AZ)
- …skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who ... are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring… more
- JPMorgan Chase (Houston, TX)
- …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 business +… more
- US Bank (Atlanta, GA)
- …decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or… more
