- BlackRock (Atlanta, GA)
- …and exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA 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
- Adecco US, Inc. (Webster Groves, MO)
- …(Fidelity, or TD, Pershing, Schwab). + Professional designations or progress toward them ( CFP , Series 65, or CFA , CIMA). + Familiarity with financial planning ... software (eMoney, MoneyGuidePro). **Key Competencies:** + Client-focused mindset with strict fiduciary ethics. + Exceptional organizational and project-management skills. + Ability to communicate complex financial concepts in straightforward, simple terms. +… 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
- Truist (College Park, MD)
- …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
- Adecco US, Inc. (Webster Groves, MO)
- …team to deliver a seamless and exceptional client experience. **Required Qualifications:** + ** CFP certification (active and in good standing).** + **You must be a ... improvements. + Mentor junior team members as needed. **Required Qualifications:** + ** CFP certification (active and in good standing).** + **Bachelor's degree in… 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 (Washington, DC)
- …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
Recent Jobs
-
R&D Engineer
- Vector Atomic (Pleasanton, CA)
-
Information Security Engineer
- Sinclair Broadcast Group (Hunt Valley, MD)
-
Intern, R&D Undergraduate Summer - Science of Extreme Environments Research & Innovation (SEERI) Program, Onsite
- Sandia National Laboratories (Albuquerque, NM)