- 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 (Birmingham, AL)
- …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
- Truist (Mclean, VA)
- …background check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * 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
- Columbia Bank (Los Angeles, CA)
- …duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in ... make critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel The pay range for this role… more
- Charles Schwab (Westlake, TX)
- …Center and Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP )** + A client-centric focus - keeps clients in ... industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP , etc.) **What's in it for you** At Schwab, you're empowered to… 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
- 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
- Nuveen Investments (Washington, DC)
- …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
- JPMorgan Chase (Palm Beach, FL)
- …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
- JPMorgan Chase (Miami, FL)
- …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 (as… more
- US Bank (Seattle, WA)
- …critical decisions independently and act as a business owner - 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
- US Bank (Scottsdale, AZ)
- …presentation, interpersonal, verbal and written communication skills - 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… more
- US Bank (Minneapolis, MN)
- …skills + Ability to make critical decisions independently + Professional designation such as CFA or CFP is preferred If there's anything we can do to ... accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more
- Bank of America (New York, NY)
- …+ Bachelor's degree in Finance, Economics or related field; advanced degrees and/or ( CFA , CFP ) preferred **Minimum Education Requirement:** High School Diploma / ... GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex,… more
- Nuveen Investments (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
- Edward Jones (Tempe, AZ)
- …7/66 required within 6 months of hire, consistent with department policy + Begin pursuing CFA or CFP within six months. + Technical aptitude -knowledge of the ... following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts. **What Could Set You Apart:** + Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial… more
- slippery rock university (Slippery Rock, PA)
- …or ABD, and prior work experience in Finance and/or professional certification (such as CFA , CFP ), will be given preference. Posting Detail Information Posting ... Date Closing Date Open Until Filled Yes Respect for Individuals in the Community Slippery Rock University provides an environment that respects, encourages, and promotes the talents and contributions of all. Slippery Rock University values a community with a… more
- KeyBank (Cleveland, OH)
- …on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA , CFP or Master's Degree * Demonstrated new business accomplishments in ... ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA , or CFP preferred + Proven sales success and strong business ... acumen + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** + Proactive, takes… more