- HUB International (Fort Lauderdale, FL)
- …& 66 licenses are required or series 6 & 63 and 65 licenses + CFP (R) or FPQP (TM) designation or working toward certification + Proficiency with Microsoft Office ... Suite an eMoney Advisor or other financial planning software + Strong attention to detail and organization + Excellent written and verbal communication skills… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... advisor , or financial planner + Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units,… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, tax ... advisor , or financial planner + Self-starter with natural curiosity for individual planning and people + Excellent attention to detail with strong written and oral… more
- Coldstream Wealth Management (Mercer Island, WA)
- …advancement within client service/team operations and/or towards becoming a Wealth Manager ( advisor ). We have a hybrid work environment, with team members working in ... + Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the CFP designation (or willingness to do one of them within 12 months at… more
- Bank OZK (Charlotte, NC)
- …portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor , you will work directly with clients to help them achieve their ... trust/wealth management function or equivalent experience required + CFA or CFP designation preferred Job Expectations Job Expectations: O perate customary equipment… more
- UMB Bank (Kansas City, MO)
- …of changing regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies and assigning resources to meet ... Demonstrates strong risk management analysis and skills Bonus points if: + CT _F_ A/ CFP Professional Designation + JD Degree + Ability to translate complex legal and… more
- KeyBank (Elkhart, IN)
- …work experience (required) **Experience Qualifications** + 7+ years as financial advisor providing holistic, planning-based advice (preferred) and + 5+ years in ... clients (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (required) **Tactical Skills** + Expertise in goals-based planning process,… more