- US Bank (San Francisco, CA)
- …independently and act as a business owner + Professional designation such as CFA or CFP is preferred 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 applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total rewards considers… more
- M&T Bank (Los Angeles, CA)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 (USD). The successful candidate's particular combination of knowledge,… 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
- JPMorgan Chase (San Diego County, CA)
- …and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section ... 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm,… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …economics, or a related field. + Advanced degree or professional designation required (eg, CFP (R), CFA, CPA, JD, EA, Master's, PhD). + 5-10+ years of experience in ... financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software. + Experience with custodial platforms such as Schwab… more
- Charles Schwab (Indian Wells, CA)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Prior experience or education in financial planning or services (eg, CFP (R) coursework). + Strong verbal and written communication skills. + Proficiency in ... Microsoft Word and Excel. + Experience with MoneyGuidePro or MoneyGuideElite preferred. + Familiarity with CRM systems (Tamarac CRM strongly preferred). + Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is… more
- Guardian Life (Sacramento, CA)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and advanced markets concepts and use of… more
- Bank of America (Pleasant Hill, 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
- US Bank (Irvine, CA)
- …Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials ( CFP , CFA, etc.) a plus 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 applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more