- JPMorgan Chase (Miami, FL)
- …with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Excellent communication skills + Strong ... analytical and quantitative skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as… more
- US Bank (Seattle, WA)
- …critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred 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 hiring… more
- US Bank (Scottsdale, AZ)
- …presentation, interpersonal, verbal and written communication skills - Professional designation such as CFA or CFP is preferred 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
- US Bank (Minneapolis, MN)
- …skills + Ability to make critical decisions independently + Professional designation such as CFA or CFP is preferred If there's anything we can do to ... accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more
- Bank of America (New York, NY)
- …+ Bachelor's degree in Finance, Economics or related field; advanced degrees and/or ( CFA , CFP ) preferred **Minimum Education Requirement:** High School Diploma / ... GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex,… more
- Nuveen Investments (Denver, CO)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change ... Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End… more
- Edward Jones (Tempe, AZ)
- …7/66 required within 6 months of hire, consistent with department policy + Begin pursuing CFA or CFP within six months. + Technical aptitude -knowledge of the ... following: firm's A&G, investment products, portfolio construction, or one of the financial planning concepts. **What Could Set You Apart:** + Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial… more
- slippery rock university (Slippery Rock, PA)
- …or ABD, and prior work experience in Finance and/or professional certification (such as CFA , CFP ), will be given preference. Posting Detail Information Posting ... Date Closing Date Open Until Filled Yes Respect for Individuals in the Community Slippery Rock University provides an environment that respects, encourages, and promotes the talents and contributions of all. Slippery Rock University values a community with a… more
- KeyBank (Cleveland, OH)
- …on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA , CFP or Master's Degree * Demonstrated new business accomplishments in ... ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA , or CFP preferred + Proven sales success and strong business ... acumen + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** + Proactive, takes… more