- 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
- Zions Bancorporation (Irvine, CA)
- …role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a base salary in the range of ... $150,000 - $235,000 annually depending on job related factors such as level of experience and location. **Req ID:** 067419 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all… more