- Charles Schwab (Lone Tree, CO)
- …financial services experience to share with their team of CFP(R) or CFA (R) investment professionals. **Managing change** - The Senior Regional Manager will establish ... to execute the Schwab strategy. Essential skills include: + CFP(R) designation, CFA (R) designation, or a Master's Degree in Personal Financial Planning required (may… more
- Citigroup (New York, NY)
- …+ 6-10 years of relevant experience . Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business side ... : + 6-10 years of relevant experience + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business side of… more
- Citigroup (New York, NY)
- …members of an organization + Bachelor's/University degree or equivalent experience preferred + CFA or CFA candidate a strong **Job Family Group:** Product ... Management and Development **Job Family:** Product Management **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $163,600.00 - $245,400.00 In addition to salary, Citi's offerings may also… more
- NextEra Energy (Juno Beach, FL)
- …finance, advanced financial modeling skills in Excel, and preferably an MBA, CFA , or Master's in Finance. This role requires superior analytical, communication, and ... 4+ years **Preferred Qualifications** + CPA (Certified Public Accountant) + CFA (Chartered Financial Analyst) + Master's - Accounting / Finance **Employee… more
- Wellington (New York, NY)
- …culturally aware. * A history of academic achievement; advanced degree or CFA /CAIA are additive though not required. **LOCATION** The Investment Director will ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Wellington (Boston, MA)
- …Manager, would be advantageous * Strong academic credentials: MBA and/or CFA /CAIA (or equivalent) preferred though not required **LOCATION** The Director, Investment ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Fifth Third Bank, NA (Tampa, FL)
- …experience required. Business Administration, Finance, or Economics is preferred. + CFP, CFA , or CPWA industry certification is preferred and will be required within ... 24 months (36 months for CFA ) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD)… more
- Principal Financial Group (Chicago, IL)
- …Originations** - We're seeking someone with: + Bachelor's Degree required. MBA or CFA expected. + 10+ years of relevant middle market credit and originations ... - We're looking for someone with: + Bachelor's Degree required. MBA or CFA expected. + Strong credit capabilities with 15+ years of relevant middle-market credit… more
- Wellington (Boston, MA)
- …is required and additional business, financial, or technology degrees and skills (MBA, CFA , programming) would be highly additive Not sure you meet 100% of our ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- TD Bank (New York, NY)
- …a higher degree in a life science-related field (PhD and/or MD) + MBA or CFA a plus + Outstanding analytical skills. Ability to do deep primary research, analyze and ... & Experience:** + Undergraduate degree + Holds or is working towards a CFA designation preferred for publishing analysts and associates + Master's or PhD preferred… more