- Columbia Bank (Santa Rosa, CA)
- …**You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years of experience as an ... investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain… more
- Columbia Bank (Irvine, CA)
- …management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one ... certification, preferred. + (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. The pay range for this role is $129,000.00 to $238,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory… more
- Bank of America (Lemon Grove, CA)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client… more
- Bank of America (Santa Clara, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Bank of America (Los Angeles, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race,… more
- Bank of America (Beverly Hills, CA)
- …and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Bank of America (San Francisco, CA)
- …issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Accounting experience/Personal Tax Planning or CPA ... experience + Invested in personal development with the Private Wealth Management Team + Bachelor's degree or higher in related field **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for… more
- Bank of America (San Jose, CA)
- …and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one firm approved designation + ... Understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of Wealth Management products and services + Possess and demonstrate strong communication skills + Superior relationship management skills to… more
- Equitable (Folsom, CA)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
- Charles Schwab (Sacramento, CA)
- …- financial planning and investment planning + Preferred Qualifications + CFP (R) designation or MBA equivalent. + Understanding of traditional investment styles ... and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences,… more