- 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...of employment *Additional Qualifications* * Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to… 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. ... process, planning and assist with client/prospect development + Serve as Public Speakers for internal and external presentations to colleagues, clients and… 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… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, ... tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people + Excellent attention to detail with strong written and oral communication skills + Strong team player with a predisposition to service function +… more
- Umpqua Bank (Newport Beach, CA)
- …wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA , CFA, CWS or AWMA, any ... otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or… more
- Bank of America (San Francisco, CA)
- …research escalated client 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… more