- Bank of America (Beverly Hills, CA)
- …and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Equitable (San Francisco, CA)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** : Build ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Bank of America (Pleasant Hill, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (Oxnard, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Equitable (Los Angeles, CA)
- …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Bank of America (Monterey, CA)
- …field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… 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. + ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- CIBC (Newport Beach, CA)
- …advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. ... 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
- Umpqua Bank (Sacramento, CA)
- …**You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years of experience as an ... financial advisor, certified financial planner, investment advisor Representative, or wealth manager . + Strong marketing and business development skills, keeping the… more
- Bank of America (Chico, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more