- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Truist (Austin, TX)
- …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
- JPMorgan Chase (San Antonio, TX)
- …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
- Huntington National Bank (Austin, TX)
- …Administration, or related field. Preferred Qualifications: + MBA or advanced certifications (eg, CFA , CFP , CBM). + 10+ years of experience leading and ... motivating commercial bank teams. + Strong understanding of commercial lending, credit analysis, and financial regulations. + Excellent communication, negotiation, and interpersonal abilities. + Proven track record of managing, meeting, and exceeding goals.… more
- CIBC (Austin, TX)
- …You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You ... bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.… more
- Fifth Third Bank, NA (Houston, TX)
- …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
- Charles Schwab (Houston, TX)
- …experience **Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA , CIMA, and/or AAMS + Strong leadership, management, and ... motivational skills + A desire to lead, a passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise partnerships + Strong candidates will also have excellent communication skills and a track… more
- CIBC (Houston, TX)
- …that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA, CFP , CFA , JD, CTFA, CPA + 10+ years of experience in wealth management ... or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional with a successful track record of business development and relationship management experience +… more
- Principal Financial Group (Fort Worth, TX)
- …7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and ... financial markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills… more
- Deloitte (Austin, TX)
- …+ 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