- TD Bank (New York, NY)
- …models using the appropriate software applications **Education & Experience:** + Bachelor's Degree required; CFA / CFA candidate a plus + 4+ years of related ... work experience preferred + In-depth knowledge / expertise in own domain / field of specialty and working knowledge of broader related areas + Demonstrated ability to integrate the broader organizational context into advice and solutions within own area +… more
- Motion Recruitment Partners (New York, NY)
- …with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and ... with FRTB, VaR, and regulatory change adaptation. + Masters or PhD, CPA or CFA preferred if lacking 2+ years of Quantitative experience. + Familiarity with SQL and… more
- Charles Schwab (Westlake, TX)
- …a 120-day condition of employment for certified and current CFP(R) designation or CFA (R) designation holders, verified before hire)_ + Active FINRA Series 66 license ... industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention experience + Polished… more
- CalSTRS (Sacramento, CA)
- …an investment environment + Experience leading, coaching or managing staff + CFA certification preferred + Strong interpersonal and mentoring skills + Knowledge of ... certification in one of the following designations: Chartered Financial Analyst ( CFA ), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM),… more
- Wellington (Boston, MA)
- …to learn + Series 7 & 63 + Proficient in Salesforce, Excel, and Outlook + CFA or CAIA additive but not required Not sure you meet 100% of our qualifications? That's ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …should have a Bachelor's degree or equivalent combination of education. FRM, CFA , or CRM preferred. Other requirements for the Risk Manager position include ... to fraud risk within a regulated environment. + Advanced degrees or certifications (FRM, CFA , CRM) + Experience using data tools such as SQL, Python, SAS, R, or… more
- Wellington (Boston, MA)
- …grace under pressure, flexibility, ability to get things done + MBA, CAIA, and/or CFA are preferred Not sure you meet 100% of our qualifications? That's ok. If ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Truist (Mclean, VA)
- …* Bachelor's Degree in 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… more
- JPMorgan Chase (Boston, MA)
- …+ Bachelor's/Master's in Finance, Financial Engineering, Applied Mathematics, or related field; CFA or FRM designation preferred + 7+ years in product management, ... Finance, Financial Engineering, Applied Mathematics, or related field is preferred + CFA or FRM designation preferred JPMorganChase, one of the oldest financial… more
- JPMorgan Chase (Indianapolis, IN)
- …and Skills:** + Background in financial accounting, financial analysis or mathematics + CFA Charter-holder or CFA candidate preferred JPMorganChase, one of the ... oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over… more