- Truist (Tampa, FL)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion ... or enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- TIAA (Coral Gables, FL)
- …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
- TIAA (Gainesville, FL)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private ... Asset Management is an individual client-facing, investment manager opportunity (wealth management). **Candidates should possess this level of experience for further consideration.** Related Skills Change Management, Client Financial Planning, Client… more
- JPMorgan Chase (Palm Beach, FL)
- …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
- US Bank (Fort Lauderdale, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or… more
- US Bank (Sarasota, FL)
- …decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or… more
- US Bank (Naples, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- Charles Schwab (Orlando, FL)
- …(May 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 ... financial services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Fluency in Portuguese in reading, writing and speaking is… more
- Charles Schwab (Tampa, FL)
- …individual with extensive financial services experience to share with their team of CFP (R) or CFA (R) investment professionals. **Managing change** - The Senior ... and the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA (R) designation required (may consider 24 month condition of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA , CIMA, or MBA ... * 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. * Provide reactive and proactive product related phone support. Serve as a primary point of… more