- 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
- JPMorgan Chase (Hemet, CA)
- …Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half ... of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small… more
- BlackRock (San Francisco, CA)
- …exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CAIA, CIMA or CFA preferred + Minimum 3+ years in asset ... management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource… more
- Charles Schwab (San Diego, 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
- Zions Bancorporation (San Diego, CA)
- …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
- Edward Jones (Stockton, CA)
- …State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans,… more