- Truist (Orlando, FL)
- …field. 2. Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific… more
- Truist (Orlando, FL)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP , CFA, CIMA **General Description of Available Benefits for ... Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …seven (7) to ten (10) years of personal trust administration experience ~or~ * JD, MBA , CTFA, CFP or CPA and four (4) years personal trust administration ... experience ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. more
- JPMorgan Chase (Palm Beach, FL)
- …behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading ... financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of… more
- JPMorgan Chase (Orlando, FL)
- …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
- JPMorgan Chase (Miami, FL)
- …behalf * Fluent in English and Spanish 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
- Charles Schwab (Naples, FL)
- …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
- Truist (Tampa, FL)
- …check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA ... and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking School)… more
- Truist (Miami, FL)
- …legal profession. 13. Strong knowledge of Microsoft Office Products. Preferred Qualifications: 1. CFP , CTFA, CDFA or similar designation. MBA or other advanced ... post-graduate degree. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though… more
- Regions Bank (Orlando, FL)
- …of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration ( MBA ) or Master of Taxation) + Professional Certification(s) to include Certified ... Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified… more