- TIAA (Baltimore, MD)
- …- Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not ... have the CFP or CFA certification, TIAA will cover the cost of obtaining...preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level ** 8IC * This person will also manage clients… more
- Truist (Laurel, MD)
- …services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish ... Mass Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner… more