- TIAA (Los Angeles, 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
- JPMorgan Chase (Westlake Village, 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
- 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
- BlackRock (San Francisco, CA)
- …product strategy and other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP , or progress towards, is strongly preferred ... + A minimum of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, analytical, technical and client skills + Student of the market with fluid understanding of… 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
- Raymond James Financial, Inc. (Sacramento, CA)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA , CIMA, or MBA **Travel Requirements** 50-75% ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients… more
- UMB Bank (Sacramento, CA)
- …provide unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - ... $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …in business, finance, or a related discipline; advanced degree or professional designation ( CFP (R), CFA , CPA, JD, etc.) strongly preferred. + Experience: 5-10+ ... years in financial services, including a minimum of 5 years in direct client advisory roles. + Licensing: Series 65 license required. + Technical Skills: Proficiency in Microsoft Office; familiarity with CRM systems and portfolio management tools is a plus. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …degree in business, finance, or a related field; advanced degree or professional designation ( CFP (R), CFA , CPA, JD, etc.) required. + 5-10+ years of experience ... in financial services, including at least 5 years advising clients. + Series 65 license required. + Proficiency in Microsoft Office; experience with CRM and portfolio management software is a plus. + Strong interpersonal, communication, and leadership skills.… more
- Deloitte (San Jose, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more