- Umpqua Bank (Sacramento, CA)
- …duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel **Job Location(s):** This posting is… more
- JPMorgan Chase (Walnut Creek, CA)
- …on the client's behalf **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
- TIAA (Walnut Creek, CA)
- …complex, direct portfolio management experience with individual clients + Bachelors degree + CFA or CFP certification + Previous experience with various trading ... platforms + Previous experience with investment research platforms + Deep understanding of investment acumen + Strong proficiency and deep demonstrated background in client relationship building skill set \#LI-KD2 Related Skills Change Management, Client… more
- US Bank (San Francisco, CA)
- …critical decisions independently and act as a business owner + Professional designation such as CFA or CFP is preferred If there's anything we can do to ... accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more
- TIAA (Pasadena, CA)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change ... Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End… more
- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- Nuveen Investments (Sherman Oaks, CA)
- …Analyst - 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 ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- Charles Schwab (Irvine, CA)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire) + Active ... the financial services industry working directly with clients\ **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- CIBC (San Francisco, CA)
- …+ Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA, CFP , or JD. + Wealth management expertise: Bring 10+ ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.… more
- Umpqua Bank (Sacramento, 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