- 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
- 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
- City National Bank (Beverly Hills, CA)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to travel up to… more
- Bank of America (Oxnard, 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
- Equitable (Los Angeles, 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
- Bank of America (Monterey, CA)
- …field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + ... Obtained insurance licenses is preferred. **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
- BMO Financial Group (CA)
- …+ Seasoned professional with a combination of education, experience and industry knowledge ( CFP , JD/LL.M, CPA, CEPA). + Influence skills - In-depth / Expert. + ... Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. + Business Development/Sales Acumen. **Salary:** $102,000.00 - $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type.… more
- TIAA (Sherman Oaks, CA)
- …+ 7+ years working directly with wealth management clients + CFA, CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, Client Financial ... Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End Date:** 2025-09-06 Base Pay Range:… more
- CIBC (Newport Beach, CA)
- …a bachelor's degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred. + Series 7, 63 and 65, or 66, ... will not be held or required. California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards package.… more
- JPMorgan Chase (Irvine, CA)
- …preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred 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, helping… more