- Navy Federal Credit Union (San Diego, CA)
- …goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) ... clients of new offerings. + Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy...policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM -… more
- JPMorgan Chase (Walnut Creek, CA)
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within ... to constantly challenge yourself, JP Morgan is the place for you. You will be working alongside a team...Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical… more
- JPMorgan Chase (San Diego County, CA)
- …client + The Client Specialist, who initially helps determine the appropriate wealth solutions for the client and may serve as an ongoing resource to clients + ... of the client's investment assets + A Financial Planner for certain clients + An Insurance Specialist for...advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This… more
- JPMorgan Chase (Irvine, CA)
- …for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** Irvine,CA $71,250.00 - $105,000.00 / ... feel like a personal relationship with a trusted partner for your clients and want top tier technology and...financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is… more
- JPMorgan Chase (Palo Alto, CA)
- …& estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our ... on the strategies. You must demonstrate a natural curiosity for people as well as planning and for...4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a… more
- Zions Bancorporation (Irvine, CA)
- …Zions is regularly recognized by _American Banker as_ one of the "Best Banks to Work For " and as having a top banking team in its list of "The Most Powerful Women ... and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their… more
- JPMorgan Chase (Los Angeles, CA)
- …plans, derivative-based transactions, and exchange funds) is a plus but is not necessary for the role. To be successful in this role the individual must be able ... and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent)… more
- JPMorgan Chase (San Francisco, CA)
- … for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/ Salary ** San Francisco, CA $68,640 - $68,640 ... At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our...**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred FEDERAL… more
- JPMorgan Chase (San Francisco, CA)
- …Consultant within the JP Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice ... Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to… more
- BlackRock (CA)
- …of self-motivation with strong integrity and ethics + Motivated by sales and revenue retention For XCA-Regional - California Only the salary range for this ... travel **Skills and Requirements** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Series 7...is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare,… more