- Charles Schwab (Sarasota, FL)
- …families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If ... license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge **In addition to… more
- JPMorgan Chase (Miami, FL)
- …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
- Regions Bank (West Palm Beach, FL)
- …+ Bachelor's degree in Business, Finance and/or Economics + Technical training in estate planning and financial and economic markets + Ten (10) years in investment ... + Chartered Financial Analyst (CFA) designation, Certified Financial Planner ( CFP ) designation, or Certified Investment Management Analyst (CIMA) **Skills and… more
- Raymond James Financial, Inc. (Naples, FL)
- …comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow up ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) + CFP (R) designation (or progress toward) strongly preferred. **Work Experience** + 3+… more