- 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
- JPMorgan Chase (Mattapan, MA)
- …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 INVESTMENT AND… more
- JPMorgan Chase (Boston, MA)
- …**Required qualifications, capabilities, and skills:** + 4-year college degree and either CFP , CPA, JD or LLM + Self-starter with natural curiosity for individual ... individual who can work closely with Advisors without daily contact with a direct manager + Strong presentation skills in one on one and group meetings + Experience… more