- 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 (Fort Lauderdale, FL)
- …and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA , CPA, CFP 2. 10+ years of fiduciary experience with a focus ... on business development and relationship management **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… more
- JPMorgan Chase (Palm Beach, 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)
- …professional with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Excellent communication skills ... + Strong analytical and quantitative skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA, or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
- Bank of America (Palm Beach, FL)
- …if willing to obtain licenses within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * 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 (Miami, 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 (Jupiter, 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