- Fifth Third Bank, NA (Columbus, OH)
- …preferred; successful candidates are likely to have an advanced degree, such as a CFA , CFP , MBA. + 8+ years of clearly defined investment management experience ... focused on structuring portfolios that couple the firm's investment approach with client goals. + Candidate should have excellent investment acumen, including sophisticated investments knowledge. + Significant sales and client retention experience + Experience… more
- US Bank (Cincinnati, OH)
- …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 (Cincinnati, OH)
- …- 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
- JPMorgan Chase (Cleveland, OH)
- …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
- Principal Financial Group (Cincinnati, OH)
- …least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA , or CFP designation. **Salary Range Information** This position offers a ... competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range… more
- KeyBank (Cleveland, OH)
- …on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA , CFP or Master's Degree * Demonstrated new business accomplishments in ... ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and… more
- Fifth Third Bank, NA (Toledo, OH)
- …work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA , or CPWA industry certification is preferred and will ... be required within 24 months (36 months for CFA ) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of… more
- PNC (Cincinnati, OH)
- …dealing directly with clients - portfolio management experience - finance background - CFP or CFA certification, or a willingness to obtain the certification, ... is preferred, but not required. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. +… more
- Deloitte (Dayton, OH)
- …+ 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
- Bank of America (Cincinnati, OH)
- …90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus Additional Skills Used ... in this Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline… more