- Regions Bank (Indianapolis, IN)
- …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
- Regions Bank (Dallas, TX)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Truist (Jupiter, FL)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * 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… more
- Columbia Bank (Sacramento, CA)
- …duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel **Job Location(s):** This posting is… more
- TIAA (Memphis, TN)
- …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- JPMorgan Chase (Salt Lake City, UT)
- …Proactive, takes initiative, and uses critical thinking to solve problems + MBA, JD, CFA , or CFP preferred + Dynamic and credible professional who communicates ... with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and… more
- JPMorgan Chase (Denver, CO)
- …Five plus years of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA , or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance ... licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred… more
- US Bank (Nashville, TN)
- …decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred **Location:** This role is hybrid. Team members ... who are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …experience desirable. + Prior investment management experience preferred. + Professional designation of CFA or CFP attained or in process to attain preferred. ... External Manager Research Analyst LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race,… more
- City National Bank (Beverly Hills, CA)
- …services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA , CFP , or similar program strongly desired, but not required . * Minimum ... of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired. * Minimum of 1-2 years working in a professional team… more