- Truist (Raleigh, NC)
- …in Taxation, Masters of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA , or CFP 3. 15+ 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
- US Bank (Charlotte, NC)
- …10 or more years of experience with ultra high net worth clients + MBA , JD, CFP , CFA, or CPA **Preferred Skills/Experience** + Well-developed leadership ... abilities and strategic management skills + Thorough knowledge of division and relation to industry + Strong verbal and written communication skills + Well-developed analytical, decision-making and problem-solving skills + Considerable tact, diplomacy and… more
- JPMorgan Chase (Charlotte, NC)
- …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 (Raleigh, NC)
- …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
- Truist (Raleigh, NC)
- …Business, Finance or Economics + 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
- Comerica (Raleigh, NC)
- …sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About Comerica We know our employees ... are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being,… more