- Deloitte (Charlotte, NC)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as Masters of Tax, JD, and/or LLM. + Previous Big 4 or large CPA firm experience. + Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in making… more
- Deloitte (San Diego, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + Ability to travel up ... to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- Vanguard (Malvern, PA)
- …degree preferred. . Excellent communication, analytical, and problem-solving skills. . CFP and/or CFA designation preferred. Special Factors Sponsorship Vanguard ... is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
- First National Bank of Omaha (Omaha, NE)
- …Accident & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA , CWS, CTFA, CFM or MBA, JD or ability to earn ... accreditation Candidates must possess unrestricted work authorization and not require future sponsorship. **Compensation:** Compensation range (base pay): $124,343.00-$211,384.00 _This role may have a specific starting pay within this range._ Final… more
- T. Rowe Price (Owings Mills, MD)
- …of total relevant work experience and 5+ years of management experience Preferred: + CFP (R) or equivalent ( CFA , CPA, CIMA, etc.) designation, and/or extensive in ... planning topics and related methodologies. Candidates must have a CFP (R) equivalent designation and/or extensive experience developing advisory experiences. Role… more
- Charles Schwab (Westlake, TX)
- …this may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA (R) designation + Bachelor's degree + Active and ... valid FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory experience, including… more
- Regions Bank (Clearwater, FL)
- …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
- BlackRock (Chicago, IL)
- …and exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CAIA, CIMA or CFA preferred + Minimum 3+ years in asset ... management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource… more
- Commerce Bank (Columbia, MO)
- …trust, bank or investment management experience required + Chartered Financial Analyst ( CFA ) and/or Certified Financial Planner ( CFP ) designation preferred For ... this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's… more
- Commerce Bank (St. Louis, MO)
- …+ 3+ years leadership/supervisory experience required + Chartered Financial Analyst ( CFA ) and/or Certified Financial Planner ( CFP ) designation preferred For ... this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in… more
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