- Deloitte (Hartford, CT)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree ... such as Masters of Tax, JD, and/or LLM + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes… more
- Commerce Bank (Kansas City, 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. **Level of role is determined by knowledge, experience, skills,… more
- Commerce Bank (Kansas City, 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
- Neuberger Berman (IL)
- …7, 66 required + Series 31 required within 3 months of employment + CFP , CIMA, and/or CFA /CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range ... for this role is $150,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future.… more
- Truist (Fort Myers, FL)
- …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
- Citigroup (New York, NY)
- …SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ) a plus + 15+ years of ... relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management. + Strong knowledge of trust principles, financial planning concepts and insurance product positioning + Ability to think… 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
- Banco Popular Puerto Rico (San Juan, PR)
- …+ Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R) (Certified ... Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA (R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation… more
- KeyBank (Canton, OH)
- …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
- Umpqua Bank (Phoenix, AZ)
- …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. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in… more