- 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
- Charles Schwab (Westlake, TX)
- …preferred + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, ... CFP , CFA , MBA, CHFC, CPWA) highly preferred **Required Qualifications** + Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65)… more
- Truist (Fort Worth, 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
- TIAA (Dallas, TX)
- …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
- Charles Schwab (Westlake, TX)
- …Qualifications** **:** + Advanced degree (eg, JD, MBA) or certifications/designations (CAIA, CFA , CFP , CPA) + Experience working with complex investment ... structures, including Alternative Investments and investment subadvisors. Preference for those with experience in alternative investment operations and investment accounting + Experience with sophisticated philanthropic structures including impact investing… more
- JPMorgan Chase (Austin, 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
- Charles Schwab (Austin, TX)
- …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 ... the financial services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Superior relationship management and client retention… more
- Insight Global (Dallas, TX)
- …is a huge must have since they are working directly with family and business finances CFA , CPA or CFP certs If they are coming from the big 4 accounting ... firms ( Deloitte, PWC, KPMG, EY) Series 65 - they will need to be willing to work towards this if they don't already have it Addepar or Wealthscape (Financial software) null We are a company committed to creating diverse and inclusive environments where people… 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
- 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