- Robert Half Finance & Accounting (San Francisco, CA)
- …execution of post-meeting actions + Coordinate with internal teams (Tax, Investments, Estate Planning) to deliver holistic financial strategies + Mentor and guide ... - I'd love to connect! Requirements Qualifications: + Bachelor's degree required + CFP (R) designation required + Minimum of 4 years of experience in financial… more
- JPMorgan Chase (Irvine, CA)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- Bank of America (San Jose, CA)
- …and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax ... and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one firm approved designation +… more
- City National Bank (Beverly Hills, CA)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- CIBC (Newport Beach, CA)
- …of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets. + Identify opportunities ... 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,… more