- 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
- 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
- Bank of America (Miami, 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
- Truist (Fort Lauderdale, FL)
- …(CFA) certification [or progress towards CFA] + MBA [or progress towards MBA ] + Additional Professional Designations such as CFP (R), CIMA, CAIA **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… 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