- Truist (Atlanta, GA)
- …professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner ( CFP ), Accredited Asset Management ... Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or… more
- Truist (Greensboro, NC)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Regions Bank (Houston, TX)
- …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 Wealth Strategist (CWS) **Skills and Competencies** + Consistently a top performer +… more
- KeyBank (Salt Lake City, UT)
- …and business development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + ... Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The ability to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private ... and wellness planning. + Provide fully engaged support to financial advisors in developing a financial planning...support to financial advisors in developing a financial planning blueprint for their clients to identify planning… more
- University of St. Thomas (Minneapolis, MN)
- …professional qualifications such as Certified Financial Analyst (CFA) or Certified Financial Planner ( CFP ), or prior experience teaching ... candidates with expertise in all areas of finance, including Financial Management, Corporate Finance, Strategic Finance, Investments, Security Analysis, Investment… more
- Charles Schwab (Richfield, OH)
- …passion for serving clients - this role is for you. **What you have** **Preferred:** + Certified Financial Planner ( CFP ) and/or Certified Wealth ... our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the… more
- JPMorgan Chase (Summit, NJ)
- …Affluent/High Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner ( CFP ), and/or Chartered ... worth and ultra-high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies + Train,… more
- CIBC (Chicago, IL)
- …, ideally with exposure to client relationship management, and must hold a ** Certified Financial Planner ( CFP )** designation. + **Investment-savvy:** ... a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a… more
- Commerce Bank (St. Louis, MO)
- …Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred + Certified Financial Planner ( CFP ) and/or Certified ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more