- KeyBank (Brooklyn, OH)
- …**PREFERRED QUALIFICATIONS** + Professional Designation preferred - JD, CPA, LLM, CTFA, CFP , CWS or advanced degree as appropriate + Demonstrated proficiency and ... effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. + Demonstrated proficiency and… more
- American Electric Power (New Albany, OH)
- …Familiarity with AEP accounting preferred MBA, CPA, CMA, CIA, PE, CFP or other professional certification preferred **Other:** This position requires extensive ... coordination with corporate finance, corporate planning & budgeting, accounting/tax, commercial operations, generation and transmission, regulatory, requiring the incumbent to work across functional boundaries and operating companies. **A successful candidate… more
- JPMorgan Chase (Columbus, OH)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and… more
- US Bank (Seven Hills, OH)
- …and act as a business owner - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means there's ... an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to… more
- US Bank (Cincinnati, OH)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means ... there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please… more
- KeyBank (Dayton, OH)
- …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to build trust by taking a client centric approach +… more
- JPMorgan Chase (Westerville, OH)
- …strongly preferred with focus on financial planning * Bachelor's degree preferred * 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 businesses,… more
- Bank of America (Cleveland, OH)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Charles Schwab (Cincinnati, OH)
- …- 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
- Equitable (Cleveland, OH)
- …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** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible… more