- UMB Bank (Boston, MA)
- …Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate ... financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience with DC… more
- Bank of America (Saugus, MA)
- …* 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 (Dedham, MA)
- …+ 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
- BlackRock (Boston, MA)
- …glove" experience to SMA clients making BlackRock the most convenient asset manager to do business with. **Primary Responsibilities:** + Demonstrate mastery across ... deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA or CFA preferred + Minimum 3+ years in SMA, ETF or… more
- BlackRock (Boston, MA)
- …identify, develop, and own client relationships. As the world's largest asset manager , BlackRock has product and solution offerings for almost any investor's needs. ... exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Minimum 3+ years in asset… more
- Equitable (Boston, MA)
- …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
- TD Bank (Boston, MA)
- …+ Professional legal and/or accounting designation required + Financial planning designation ( CFP (R)) preferred + Juris Doctor degree preferred + Series 7, Series ... you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online learning platform and a variety… more
- Bank of America (Cohasset, MA)
- …+ 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 (Wellesley Hills, MA)
- …+ 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
- Bank of America (Boston, MA)
- …days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * 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