- Deloitte (San Francisco, 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 + Previous Big 4, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making… more
- BlackRock (CA)
- …and may include substantial client travel **Skills and Requirements** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Series 7 and 63/65 or 66 ... is required + Minimum 5+ years in a relevant industry sales or relationship management role + Consistent track record of growing revenue + Strong understanding of the defined contribution trends, regulation, and ecosystem + Knowledge of capital markets and how… more
- Umpqua Bank (Irvine, CA)
- …wealth management skills. + Intermediate estate 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. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in… more