- Equitable (Irvine, 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
- Robert Half Finance & Accounting (Orinda, CA)
- …becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is an exceptional opportunity ... to learn, grow, and gain direct client-facing experience. Why Join: + Average team tenure of 8+ years - people love working here! + Beautiful office in a BART-accessible location + Strong emphasis on professional development: firm covers financial education… more
- Deloitte (Sacramento, CA)
- …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 large CPA firm experience +… more
- Deloitte (Sacramento, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large CPA firm equivalent + ... Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training;… more
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM + Prior ... Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The wage range for this… more
- TIAA (Walnut Creek, CA)
- …management experience with individual clients + Bachelors degree + CFA or CFP certification + Previous experience with various trading platforms + Previous ... experience with investment research platforms + Deep understanding of investment acumen + Strong proficiency and deep demonstrated background in client relationship building skill set \#LI-KD2 Related Skills Change Management, Client Financial Planning, Client… more
- Guardian Life (Sacramento, CA)
- …of 5+ years wholesaling + Professional designation such as CLU, ChFC or CFP preferred. **Salary Range:** $90,000 - $105,000 The salary range reflected above ... is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role… more
- US Bank (Los Angeles, CA)
- …Ability to independently learn complex planning concepts & software + Pursuit of CFP /advanced degree + Extensive knowledge of Wealth Management products & services + ... Problem solving and analytical skills + Effective verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for… more
- BlackRock (CA)
- …and may include substantial client travel **Skills and Requirements** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Series 7 and 63/65 or 66 is ... required + Minimum 5+ years in a relevant industry sales or relationship management role + Consistent track record of growing revenue + Strong understanding of the defined contribution trends, regulation, and ecosystem + Knowledge of capital markets and how it… more
- CIBC (San Francisco, CA)
- …Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 10+ years of experience in ... portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. + Financially savvy:… more