- JPMorgan Chase (San Francisco, CA)
- …in the Enterprise Software sector Preferred Qualifications, Capabilities and Skills: + CFA charterholder or progress towards CFA + Some coding capabilities ... - eg, VBA, Python JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP… 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
- Cella Inc (Los Angeles, CA)
- …economics, business administration, finance, or a related field is required. An MBA or CFA (or being a CFA candidate) is strongly preferred. Skills: Exceptional ... written and verbal communication skills, with a keen eye for grammar and syntax. Strong detail orientation and organizational skills, with the ability to manage multiple projects and an unpredictable workload. The ability to work independently and as part of a… 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
- Umpqua 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
- 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
- Charles Schwab (San Diego, 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
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + 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 in Accounting, Finance, LLM or other applicable degree + Proven problem-solving capabilities + Experience serving clients or directly working within the financial… more
- SolomonEdwards (Sacramento, CA)
- …. 7+ years of relevant experience in audit or model risk validation. . CFA and/or FRM certifications preferred. . Prior experience with credit adjudication models is ... essential. . Exposure to AI-driven model environments is a plus. **Skills and Job-Specific Competencies:** . Proficiency in SAS and Python for data analytics and model validation. . Strong understanding of risk modeling frameworks (credit, market, liquidity,… more