- 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
- TIAA (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
- City National Bank (Beverly Hills, CA)
- …services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA , CFP , or similar program strongly desired, but not required . * Minimum ... of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired. * Minimum of 1-2 years working in a professional team… more
- JPMorgan Chase (Irvine, 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
- T. Rowe Price (San Francisco, CA)
- …obtained within first 3 months of hire if not currently held. Preferred: + MBA, CFA , CFP , CIMA + Extensive knowledge of the financial service industry + Previous ... intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and ability to… 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 (Sherman Oaks, 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
- Charles Schwab (Los Angeles, 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