- Truist (Norfolk, VA)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking… more
- Vanguard (Charlotte, NC)
- …Qualifications + CFP (R) designation required. Additional certifications such as the CFA , CTFA or CPA preferred. + This job requires a Series 7, 63 ... Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to… more
- Truist (New York, NY)
- …complex projects with minimal supervision. **Preferred Qualifications:** Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] MBA [or ... progress towards MBA] Additional Professional Designations such as CFP (R), CIMA, CAIA The annual base salary for this position is $95,000 - $105,000 **General… more
- Edward Jones (Dallas, TX)
- …**Skills/Requirements** What Experience You Need: + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, Accounting ... Set You Apart: + Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning certification. Read More About Skills/Requirements **Awards &… more
- Columbia Bank (Seattle, WA)
- …wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA , CWS or AWMA, any ... one certification, preferred. + (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. The pay range for this role is $129,000.00 to $238,000.00. The pay rate for the selected candidate is dependent upon a variety of… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …Analyst ( CFA ), Chartered Market Technician (CMT), Certified Financial Planner ( CFP ), and Certified Public Accountant (CPA). + ABDs will be considered. + ... Evidence of the ability to be an effective teacher at the undergraduate level. + Ability and interest in teaching several finance courses in our catalog (CPAs may also teach some accounting)https://catalog.csbsju.edu/catalog/course-descriptions/acfn/. +… more
- KeyBank (Buffalo, NY)
- …() and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified ... Public Accountant (CPA) (preferred) + Chartered Financial Analyst ( CFA ) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- JPMorgan Chase (Summit, NJ)
- …strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ( CFA ) professional designations strongly ... preferred + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results with a broad background in retirement solutions,… more
- KeyBank (Salt Lake City, UT)
- …results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Chartered Financial Analyst ( CFA ) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life, Variable, and… more
- Adecco US, Inc. (Webster Groves, MO)
- …improvements. + Mentor junior team members as needed. **Required Qualifications:** + ** CFP certification (active and in good standing).** + **7-10+ years of ... Schwab, Fidelity, or other major custodians. + Additional professional designations ( CFA , CIMA, EA, CPWA, etc.). + Experience serving retirement-focused clients.… more