• Wealth Advisor, Schwab Wealth Advisory

    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
    Charles Schwab (01/01/26)
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  • Portfolio Manager, Sustainable Investment…

    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
    CalSTRS (12/31/25)
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  • Regional Director - Wealth (Wholesaler)

    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
    Wellington (12/31/25)
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  • Risk Manager

    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
    Robert Half Finance & Accounting (12/31/25)
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  • Client & Product Strategy Specialist

    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
    Wellington (12/31/25)
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  • Wealth Advisor III

    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
    Truist (12/29/25)
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  • 55ip Senior Product Manager/ Vice President

    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 (12/27/25)
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  • Asset Management, Leveraged Credit Research…

    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
    JPMorgan Chase (12/25/25)
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  • Sr. Manager, Investment Risk

    Charles Schwab (Westlake, TX)
    …investment management is valued, but experience in equity portfolio analysis is a distinct plus. + CFA charter or an active desire to pursue a CFA charter is a ... distinct plus. An advanced degree in finance or quantitative methods is a distinct plus. + Ability to utilize a versatile skill set and leadership qualities to take detail-oriented approaches to creatively solve problems. + Capacity to collaborate with other… more
    Charles Schwab (12/24/25)
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  • Private Client Advisor

    Columbia Bank (Los Angeles, CA)
    …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and ... to make critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel The pay range for this role… more
    Columbia Bank (12/23/25)
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