- Robert Half Finance & Accounting (San Rafael, CA)
- …continuing education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management . + CFP certification or demonstrated progress ... and research, as well as client meeting assistance and data management . Responsibilities: + Assist in client meeting preparation, note-taking, and follow-up… more
- Edward Jones (St. Louis, MO)
- …Master's Degree preferred + 6+ years of experience with deep expertise in financial planning and wealth management ( CFP (R)). + Series 7 and 66 required + ... enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Wealth Management Wholesaling at Edward Jones is responsible for leading… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Prepare in-depth portfolio analyses. Requirements + 4+ years of financial planning experience in a wealth management firm + CFP is a plus + Professionalism, ... consideration for this opportunity. Our client is a rapidly expanding wealth management firm specializing in financial planning and investment management … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …additional info or any questions you may have. Requirements + 8+ years of wealth management experience. + CFA, CIMA, or CFP are a plus + Active Series 7 and ... for this opportunity. Our client, a well-established, globally recognized asset management firm, excels in diverse financial solutions for global investors. Their… more
- American Bankers Association (Washington, DC)
- …skills to forecast and identify trends and challenges. + Wealth Management professional designation (ie, CTFA, CFA, CFP , etc.) preferred. + Proficiency ... Place to Work_ designation _!_ **Job Description:** Office of Member Engagement's (OME) Wealth Management Market Manager is responsible for the development and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …consideration and additional info. Requirements + 4+ years of financial planning experience in a wealth management firm. + CFP is a plus. + Strong ... or email for immediate consideration and additional info. Join a fast-growing wealth management firm specializing in financial planning and investment services… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …environment, catering to sophisticated clients. Requirements + 4+ years of finance services ( wealth management ) experience. + CFP designation required. + ... Bachelor's degree in finance, economics, or related field. + Series 65 license or willingness to obtain within first 90 days. + Proficient in Money Guide Pro, Fidelity's WealthScape, Schwab's Advisor Center. + Skillful at retaining and growing client base. +… more
- Kestra Financial (Baltimore, MD)
- About Us: Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial ... Design and manage portfolios, including trading, rebalancing, and tax management . . Maintain and update CRM platforms (Redtail or.... 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65… more
- Bank of America (Leawood, KS)
- Wealth Management Specialist - NPD Leawood, Kansas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or obtain/maintain at least one… more
- JPMorgan Chase (Los Angeles, CA)
- …also be a plus. As an Executive Director, Wealth Planner within JP Morgan Wealth Management , you will need an understanding of tax and trusts & estate laws ... for people as well as planning and for the wealth management industry overall, must demonstrate independent...4-year college degree and either a JD or a CFP designation + At least 7 years of relevant… more
- TIAA (Hanover, NH)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Coldstream Wealth Management (Kenai, AK)
- Job Descriptions: Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then ... might be a great fit for you! As a Wealth Management Associate in our growing Kenai...plus the FPQP (paraplanner certification) or first module of CFP - or willing to get them within 12-18… more
- Charles Schwab (Orlando, FL)
- …highly preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional ... needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited… more
- Truist (Mclean, VA)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... * 8 or more years of sales and client management experience in Wealth Management ...* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Truist (Greenwich, CT)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Charles Schwab (Irvine, CA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... UHNW clients. The role is focused on offering sophisticated wealth management services, including estate planning, tax...Bachelor's degree in Finance, Economics, or a related field ( CFP preferred or Series 65). * 5+ years of… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- Truist (Atlanta, GA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management...overnight Preferred Qualifications: * MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and… more
- Deloitte (Columbus, OH)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll Do As ... a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more