- Edward Jones (Elyria, OH)
- …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 (Cleveland, 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
- KeyBank (Lakewood, OH)
- …S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner ( CFP ) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or ... Life & Disability) (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure… more
- Charles Schwab (Westlake, OH)
- …MBA a plus + FINRA Series 7 and 66 required + Industry certifications (CIMA/ CFP /CFA/CWS) preferred + **Must have a minimum of 10-15 years in the financial services ... industry, including 7+ years of sales leadership experience** + Typical travel is about 50% of the time for supervision and meetings + Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity.… more
- Fifth Third Bank, NA (Columbus, OH)
- …accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP , JD, or CPA, or LLM required. + 10+ years in financial and/or ... estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced… more
- US Bank (Cincinnati, OH)
- …skills + Working towards a Professional Designation such as a CTFA or a CFP 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 our team… more
- US Bank (Cincinnati, OH)
- …insurance licenses are desired. __ - Applicable state licenses - CRPC, CFP designations - Demonstrated sales and marketing abilities - Strong analytical skills ... to assess client needs - Proficient computer navigation skills using a variety of software packages including Microsoft Office - Ability to manage multiple tasks/projects and deadlines simultaneously - Well-developed analytical and problem-solving skills -… more
- KeyBank (Cleveland, OH)
- …ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high ... net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and software… more
- PNC (Cleveland, OH)
- …following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA, or CIMA credentials - In-depth investment knowledge needed - Able ... and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the… more
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Bachelor's degree, or equivalent, with a Finance or Planning focus a plus. * CFP designation a plus. Robert Half is the world's first and largest specialized talent ... solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer… more