- 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
- Tarleton State University (Stephenville, TX)
- …for Scholarly Academic (SA) status. + Professional experience or certifications (eg, CFA , CFP ) that complement academic qualifications. + Interest in applied ... learning, student engagement, and interdisciplinary collaboration. Academic Rank: + Rank will be determined by reviewing the faculty member's record of years of experience and professional achievements in teaching, service, and research consistent with the… more
- Vanguard (Malvern, PA)
- …or equivalent combination of training and experience required. Graduate degree preferred. CFA / CFP preferred. + Minimum of five years related work experience. ... At least 3 years prior experience in investment/investment product analysis, data analysis/analytics, and/or technical product management. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we… more
- JPMorgan Chase (Denver, CO)
- …Five plus years of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA , or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance ... licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts **Preferred… more
- Aristotle Capital Management (Newport Beach, CA)
- …7 within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA , CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- US Bank (Portland, OR)
- …and presentation skills -Ability to make critical decisions independently -Professional designation such as CFA or CFP 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
- Charles Schwab (Westlake, TX)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire)_ + Active ... the financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- Principal Financial Group (Charlotte, NC)
- …stable value, and private asset positioning. + Preference placed on: CIMA(R), CFA (R), CFP (R), CMA(R). + Travel required within the territory, and ... occasionally outside of territory given need. + This position may be subject to SEC restrictions on personal political contributions + **Success Metrics** + New flows by Assets and Revenue mix + Pipeline development and tracking + Collaboration with investment… more
- Columbia Bank (Eugene, OR)
- …**About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years ... of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to… more