- JPMorgan Chase (Greenwich, CT)
- …and works tirelessly 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… more
- Zions Bancorporation (Las Vegas, NV)
- …Qualifications: Bachelor's degree in Finance, Economics, Financial Planning or a related field. CFP , CPA, JD, or MBA preferred. Advanced knowledge as a ... generalist or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in financial… more
- M&T Bank (West Hartford, CT)
- …implementing wealth management strategies Education and Experience Preferred: Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 (USD). The successful candidate's particular combination of knowledge,… more
- Truist (Jupiter, FL)
- …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 demonstrated ability to manage a portfolio of high net worth clients Graduate of a leadership or management development program (Such as LDP, Banking School) General… more
- TD Bank (Manchester, NH)
- …initiatives Education & Experience: 4-year degree or related work experience required, MBA or advanced degree preferred 10+ Years of related experience Series 7, ... to obtain within licensing & registration timeline Certified Financial Planner ( CFP ) or Certified Financial Analyst (CFA), preferred Documented expertise in… more
- Truist (Williamsburg, VA)
- …in Taxation, Masters of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA , or CFP 3. 15+ Years of fiduciary experience with a focus on ... business development and relationship management **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible… more
- Tompkins Community Bank (Rochester, NY)
- …and expand referral opportunities. Qualifications + Bachelor's degree required; advanced degree ( MBA , CFP , CTFA, or equivalent) preferred. + Minimum of five ... (5) years of relevant experience required. Progressive experience in wealth management, financial services, or related leadership roles preferred. + Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best… more
- Truist (Atlanta, GA)
- …field. 2. Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific… more
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public firm/company. - MBA , CPA, CFP , or CFA qualification will be at an advantage. -Advanced Excel ... experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real estate… more
- Auburn University (Auburn, AL)
- …+ Driver License, Valid and in State Desired Qualifications **Desired Qualifications** + MBA ,CPA , CFP , JD,CLU + Financial planning, law, accounting, estate ... planning, securities, investment Posting Detail Information **Salary Range** $91,550 - $228,040 **Job Category** Communications/Public Relations/Marketing **Working Hours if Non-Traditional** This role works days, nights, weekends, and involves frequent… more
- JPMorgan Chase (New York, NY)
- …behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading ... financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of… more
- T. Rowe Price (Baltimore, MD)
- …may be obtained within first 3 months of hire if not currently held. Preferred: + MBA , CFA, CFP , CIMA + Extensive knowledge of the financial service industry + ... Previous intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...with relevant professional experience in the field. Alternatively, have MBA or JD with a focus on course teaching,… more
- JPMorgan Chase (Denver, CO)
- …years of work experience in Private Banking or Financial Services + Bachelor's Degree required; MBA , JD, CFA, or CFP preferred + Series 7, 66 and Insurance ... licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or… more
- CIBC (Austin, TX)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA, CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
- CIBC (Atlanta, GA)
- …are** + Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA , CFA, CPA, CFP , or JD. + Wealth management expertise: Bring ... 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth… more
- JPMorgan Chase (New York, NY)
- …previous work 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** +… more
- JPMorgan Chase (Denver, CO)
- …preferred + Five plus years of experience in a leadership position + Bachelor's degree required; MBA , JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and ... Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts… more
- Edward Jones (Tempe, AZ)
- …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA , CFA, CPA or working towards designation(s) + Proficiency in ... non-trading applications or coding language (ie Microsoft Suite, Power BI, Tableau, VBA, SQL) *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per… more
- Aristotle Capital Management (Newport Beach, CA)
- …within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
