- Columbia Bank (Los Angeles, 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 ... to make critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel The pay range for this… more
- JPMorgan Chase (San Francisco, CA)
- …+ Fluent in English and Mandarin **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 (Beverly Hills, 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
- Charles Schwab (Sacramento, 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
- Raymond James Financial, Inc. (Sacramento, CA)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements** 50-75% ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients… more
- M&T Bank (Los Angeles, CA)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 (USD). The successful candidate's particular combination of… more
- City National Bank (West Hollywood, CA)
- …* May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon ... Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base… more
- University of Southern California (Los Angeles, CA)
- …crucial conversations when appropriate with key stakeholders Preferred Qualifications: + Pref MBA Master's Degree in Business Management or related field. + Pref ... methodologies. + Pref Healthcare Facilities Certifications (eg CHPM, PE, PMP, CFP , LEED AP) Required Licenses/Certifications: + Req Fire Life Safety Training… more