- Charles Schwab (Los Angeles, CA)
- …a 120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire)_ + Active FINRA Series 66 license ... industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Superior relationship management and client retention experience + Polished… more
- City National Bank (San Francisco, CA)
- …66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) ... * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital… more
- TIAA (Sherman Oaks, CA)
- …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 or CFA and ... increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative… more
- Columbia Bank (Sacramento, CA)
- …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel **Job Location(s):** This posting… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Profit Sharing o Defined Benefit Plan / Cash Balance * Educational expenses reimbursed eg CFA , CIMA, CIPM, etc. o You are encouraged to make progress toward CFA , ... CIMA, and/or CIPM credentials. Reply here with your interest and you will be considered promptly. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We… more
- Wellington (San Francisco, CA)
- …+ Series 6 & 63 Series 7 + Proficient in Salesforce, Excel, and Outlook + CFA or CAIA additive but not required Not sure you meet 100% of our qualifications? That's ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Ankura (Los Angeles, CA)
- …institution + Advanced degree(s) and applicable professional certification(s) are preferred ( CFA , CIRA, CPA) + Prior hands-on experience building / developing / ... overseeing integrated 3-statement financial and 13-week cash flow models + High energy style, flexible and adaptive, with the ability to work well in a very fast paced environment + Ability to adapt to complex client environments and situations + Proven track… more
- Ankura (Los Angeles, CA)
- …GPA + Advanced degree(s) and applicable professional certification(s) are preferred ( CFA , CIRA, CPA) + Restructuring experience preferred and/or relevant financial ... consulting experience including M&A transaction advisory and/or investment banking + Ability and willingness to undertake extensive travel is required + Willingness to work at times, long hours during the week and on weekends due to client demands may be… more
- Ankura (Los Angeles, CA)
- …institution + Advanced degree(s) and applicable professional certification(s) are preferred ( CFA , CIRA, CPA) + High energy style, flexible and adaptive, with ... the ability to work well in a very fast paced environment + Ability to adapt to complex client environments and situations + Proven track record of effectively planning for and proactively mitigates risks on projects and work streams + Expertise defining,… more
- Travelers Insurance Company (Walnut Creek, CA)
- …in accordance with department guidelines. + Proactively review Claim File Analysis ( CFA ) for adherence to quality standards and trend analysis. + Utilizes diary ... management system to ensure that all claims are handled timely. At required time intervals, evaluate liability and damages exposure. + Establishes and maintains proper indemnity and expense reserves. + Recommends appropriate cases for discussion at roundtable.… more