- 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)
- …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
- City National Bank (Los Angeles, CA)
- …relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and ... MBA and typically has 8 years of financial services experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- Equitable (Los Angeles, CA)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** * Client Engagement: Build and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... who can work closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group meetings + Experience and… more
- Columbia Bank (Los Angeles, 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
- 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 ... who can work closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group meetings + Experience and… more
- Bank of America (Carmel, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... 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
- JPMorgan Chase (Oakland, CA)
- …relationships by hosting and participating in Community Events, with your Community Manager . Be involved in local community volunteer leadership groups (VLGs) and ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred FEDERAL… more
- JPMorgan Chase (Los Angeles, CA)
- …and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent) ... with market leaders & practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide guidance to clients in… more