- TIAA (Portland, OR)
- …License (Resident State) - Multiple Issuers required Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Truist (Jupiter, FL)
- …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
- Robert Half (Minneapolis, MN)
- …Minimum of 2 years of experience in financial planning or a related field. A CFP or pursuing a CFP highly desired Exceptional communication skills for engaging ... with clients and team members. Strong attention to detail and organizational abilities. Creativity in developing financial strategies and solutions. Knowledge of registered investment practices and wealth management. Ability to work collaboratively while… more
- Charles Schwab (Roanoke, TX)
- …holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis. Partner with clients to create, review and ... Essential skills include: Master's level or equivalent Financial Planning-related designation CFP designation is required. Active and valid FINRA Series 7 license… more
- Charles Schwab (Atlanta, GA)
- …this may be the opportunity for you. What you have Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 ... license (May be obtained with a 120-day condition of employment) Active and valid FINRA Series 66 license required (May be obtained with a 120-day condition of employment) Five or more years of advisory experience, including creating and customizing financial… more
- Truist (Sarasota, FL)
- …certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS ... , Certified Trust and Financial Advisor CTFA, Chartered Life Underwriter CLU, CRPC - Chartered Retirement Planning Counselor, or ChFC - Chartered Financial Consultant. Completion of Leadership Development Program or Banking School such as Truist Leadership… more
- Deloitte (Cincinnati, OH)
- …Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Bachelor's degree in accounting, finance, or other business-related field ... Experience reviewing partnership and/or trust documents Experience managing projects including scheduling, budgeting, client correspondence, and billing Strong communication, interpersonal, and organizational skills Excellent research and writing skills… more
- Deloitte (Stamford, CT)
- …Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as Masters of Tax, JD, and/or ... LLM Previous Big 4 or large CPA firm experience Knowledge of fund accounting and general ledger accounting Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making… more
- JPMorgan Chase (Corte Madera, CA)
- …Preferred qualifications, capabilities, and skills Certified Financial Planning ( CFP ) certification is preferred Bachelor's degree preferred 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.… more
- Bank of America (Short Hills, NJ)
- …Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent ... communication skills, both written and verbal Highly entrepreneurial 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of ... designations and experience approved by the Wealth Planning management team and hiring manager. more
- Deloitte (Minneapolis, MN)
- …Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as MST, MAcc, LLM, or JD, ... or related field Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) Experience with Federal or State and Local C&I Experience with sustainability technologies or environmental sciences Previous Big 4 or large CPA or law firm experience… more
- Fifth Third Bank, NA (Nashville, TN)
- …equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP , CFA, or CPWA industry certification is preferred and will be ... required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry… more
- Guardian Life (Albany, NY)
- …collateral. You have Juris Doctor (JD) law degree required CPA preferred CFP /CLU/ChFC preferred Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
- US Bank (Houston, TX)
- …independently and act as a business owner 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 benefits and total rewards considers our… more
- Bank of America (Roanoke, TX)
- …Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your ... insurance licenses. Skills: Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies,… more
- JPMorgan Chase (Irvine, CA)
- …experience strongly preferred with focus on financial planning Bachelor's degree preferred CFP preferred 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. JPMorganChase, one of the oldest financial… more
- Edward Jones (Akron, OH)
- …State insurance licenses preferred Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement ... Planning Counselor Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out… more
- Deloitte (San Jose, CA)
- …attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Ability to travel up to 25%, on average, based on the ... work you do and the clients and industries/sectors you serve Preferred Advanced degree such as Masters of Tax, JD, and/or LLM Previous Big 4 or large CPA firm experience Solid understanding and experience with federal tax compliance, federal tax accounting and… more
- Deloitte (Cleveland, OH)
- …Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Preferred Advanced degree such as Masters of Tax, JD, and/or ... LLM Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities Experience working in a virtual and/or global environment Passion for leveraging technology and exploring new… more
Related Job Searches:
Adjuncts CFP Certificate,
CFA CFP,
CFP CPA,
CFP Certification Required Advanced,
Career Foundation Program CFP,
Financial Advisor CFP,
MBA CFP,
Manager CFP,
Senior Financial Advisor CFP,
Series 7 CFP