- Umpqua Bank (San Diego, CA)
- …perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of ... critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred....such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
- JPMorgan Chase (San Diego County, CA)
- …**Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ... ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is… more
- BlackRock (San Francisco, CA)
- …3 years of Wealth Management sales leadership experience preferred + Bachelor's degree required ( MBA , CIMA, CFP , CRPS, ARPC a plus) + 5+ years relevant financial ... services experience preferred + Series 7 and 66 required + Series 24 required or must be obtained within licensing time frame after hire + Leadership experience with proven ability to motivate team members in a sales capacity + Ability to multitask and work… more
- JPMorgan Chase (San Francisco, CA)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- Aristotle Capital Management (Newport Beach, CA)
- …within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- Bank of America (Newport Beach, CA)
- …on a leadership role on the team and within the business community **Desired Qualifications:** * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Bank of America (Walnut Creek, CA)
- …and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or ... JD a significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account… more
- Charles Schwab (Newport Beach, CA)
- …management - financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional ... investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry… more
- CIBC (Newport Beach, CA)
- …possible. + You have 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, will not be held or required. California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a… more
- Charles Schwab (San Diego, CA)
- …tools such as Salesforce & Tableau + CFA and/or CIMA desirable but not required. + CFP (R) designation or MBA desirable but not required. **What's in it for you** ... At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our… more