- JPMorgan Chase (San Diego County, CA)
- …capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject ... to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services… more
- US Bank (Irvine, CA)
- …Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials ( CFP , CFA , etc.) a plus 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
- CIBC (Newport Beach, CA)
- …a bachelor's degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP , CFA , CTFA or CPA preferred. + Series 7, 63 and 65, or ... 66, will not be held or required. California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards… more
- Deloitte (Sacramento, 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
- Deloitte (Sacramento, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 ... experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Deloitte (Los Angeles, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, economics, or related field. + Advanced degree or professional designation required (eg, CFP (R), CFA , CPA, JD, EA, Master's, PhD). + 5-10+ years of ... experience in financial services, with 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, portfolio management, and custodial platforms (eg, Schwab, Fidelity) is a plus. Ideal Candidate… more
- Bank of America (Beverly Hills, CA)
- …team and within 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 +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …economics, or a related field. + Advanced degree or professional designation required (eg, CFP (R), CFA , CPA, JD, EA, Master's, PhD). + 5-10+ years of experience ... in financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software. + Experience with custodial platforms such as… more
- Charles Schwab (San Diego, CA)
- …execute the SWAI strategy. Essential skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid FINRA Series 7 ... license required (may consider a 90 day condition of employment based on specific industry experience) + Active and valid FINRA Series 66 license required (may be obtained within the first 120 days of employment) + Bachelor's degree required + Five or more… more