- Charles Schwab (Newport Beach, CA)
- …**Preferred Qualifications:** + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's degree highly ... preferred **Required Qualifications:** + Active & valid FINRA Series 7 license + Active & valid FINRA Series 66 (63/65) license + Active & valid Life & Health insurance + 7+ years financial services industry experience + 2+ years Ultra- HNW client experience… more
- Neuberger Berman (New York, NY)
- …66 licenses (required within the first 180 days) + Additional certifications such as MBA, CFA , CFP , or CIMA are beneficial but not required + Proficiency with ... Microsoft Office and prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management, financial products, and services + Exceptional written and verbal communication skills, with strong interpersonal and client servicing… more
- Bank OZK (Charlotte, NC)
- …years' experience in a trust/wealth management function or equivalent experience required + CFA or CFP designation preferred Job Expectations Job Expectations: O ... perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and… 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
- Edward Jones (Tempe, AZ)
- …one's time and day efficiently. **What Could Set You Apart** + Masters' degree + CFA , CFP , MBA or related designations preferred + Series 24 preferred + Previous ... work experience on a trading desk is highly preferred. + Experience with statistical software such as SQL, R and Python is preferred Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to… more
- Fifth Third Bank, NA (Columbus, OH)
- …preferred; successful candidates are likely to have an advanced degree, such as a CFA , CFP , MBA. + 8+ years of clearly defined investment management experience ... focused on structuring portfolios that couple the firm's investment approach with client goals. + Candidate should have excellent investment acumen, including sophisticated investments knowledge. + Significant sales and client retention experience + Experience… more
- BlackRock (Philadelphia, PA)
- …support clients and prospects . Create client-friendly versions of research materials **Requirements:** + CFA , CFP , JD, CPA or experience as a wealth advisor a ... plus + Minimum 5 years in wealth management, law firm, public accounting, or similar roles + Expertise in the following areas: + Asset allocation + Asset location + Portfolio theory + Risk + Strong knowledge in the following areas: + Income tax strategies +… more
- TIAA (Seattle, WA)
- …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
- US Bank (Naples, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location:** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- US Bank (Las Vegas, NV)
- …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