- CalSTRS (Sacramento, CA)
- …skills: + Bachelor's degree in Business, Finance, Economics, or related field + CFA , CAIA, or other industry certification + Private Equity investment experience + ... An incumbent who possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential. Every 12 months, based… more
- CalSTRS (Sacramento, CA)
- …player with a strong work ethic, high integrity, and desire to learn + CFA designation or other professional certification such as CAIA Duties will be adjusted at ... An incumbent who possesses a professional certification as a Chartered Financial Analyst ( CFA ) may receive a 5% monthly base pay differential. Every 12 months, based… more
- Charles Schwab (San Francisco, CA)
- …financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change-** The Senior Regional Manager will establish ... to execute the Schwab strategy. Essential skills include: + CFP(R) designation, CFA (R) designation, or a Master's Degree in Personal Financial Planning required (may… more
- Charles Schwab (Newport Beach, CA)
- …preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional designations/certifications (eg, CFP, ... CFA , MBA, CHFC, CPWA) preferred + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life &… more
- Wellington (San Francisco, CA)
- …- Series 6 & 63 Series 7 - Proficient in Salesforce, Excel, and Outlook - CFA or CAIA additive but not required \#LI-CF1 Not sure you meet 100% of our ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- TIAA (Los Angeles, 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
- San Jose State University (San Jose, CA)
- …Faculty - Temporary/Lecturer Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Faculty - Letters/Humanities, Temporary, Part Time ... agreement between California State University (CSU) and California Faculty Association ( CFA ). These provisions state the order in which available courses must… more
- San Jose State University (San Jose, CA)
- …Instructional Faculty - Temporary/Lecturer Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Engineering ... between the California State University (CSU) and the California Faculty Association ( CFA ). These provisions state the Order of Work, according to which available… more
- Lumen (Sacramento, CA)
- …preferably including working with 401(k) plans. + Chartered Financial Analyst ( CFA ) designation or candidacy. + Unquestionable integrity and the highest ethical ... standards. + Critical thinking ability, curious and proactive mindset with an evident passion for investing. + A deep understanding of investment theory and practice, and a drive to generate strong investment results. + Ability to effectively communicate, both… more
- Principal Financial Group (Folsom, CA)
- …Will Help You Stand Out** + Advanced designations preferred (eg, CFP(R), CFA (R), CIMA(R), CAIA(R)) **Salary Range Information** Salary ranges below reflect targeted ... base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual… more