- T. Rowe Price (San Francisco, CA)
- …obtain within 3 months of hire + Advanced degree or designation (eg CFA , CAIA, CIMA) + Previous experience and proven success with fundraising through Broker/Dealer ... relationships FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity.… more
- UWorld, LLC (CA)
- …the UWorld Accounting & Finance Review Products which focus on the CPA, CMA, CIA, CFA , and CMT Exams, the 2024 CPA Exam Evolution and on-going updates to each of ... the aforementioned exams. + Support and maintain existing customer base while continuing to expand market presence and build new business + Execute account-specific presentations, demonstrations, lunch and learns and other strategies for all assigned and… more
- Deloitte (San Diego, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
- JPMorgan Chase (San Francisco, CA)
- …English and Mandarin **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 business +… more
- Columbia Bank (Santa Rosa, CA)
- …**About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of ... experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to… more
- MUFG (Los Angeles, CA)
- …+ Bachelor's degree in a related field such as accounting, finance. + MBA/ CFA , a plus + 3-5 years working experience in large financial institutions, credit and ... risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing… more
- Elevance Health (Los Angeles, CA)
- …or strategic finance. **Preferred Skills, Capabilities, and Experiences:** + ASA/FSA, CFA , or CEBS credentials preferred. For candidates working in person or ... virtually in the below location(s), the salary* range for this specific position is $105,504 to $180,864. Locations: California, Colorado, District of Columbia (Washington, DC), Illinois, Maryland, Massachusetts, Minnesota, Nevada, New York, Washington State… more
- Columbia Bank (Irvine, CA)
- …planning, tax, advanced investment management skills. + CFP, CIMA, CPWA, ChFC, CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. + (Series 7, 66 (or 63 ... and 65)). Insurance licensed, preferred. + Occasional travel. The pay range for this role is $129,000.00 to $238,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to,… more
- San Jose State University (San Jose, CA)
- …Faculty - Tenured/Tenure-Track Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Tenured/Tenure-Track, Full Time, Faculty - Human ... Development Position Rank and Title: Assistant Professor of Special Education School/Department Name: Lurie College of Education / Department of Special Education Compensation: Commensurate with qualifications, experience, and rank as established by the CSU… more
- Bank of America (Beverly Hills, CA)
- …the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development + ... Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making… more