- Bank OZK (Little Rock, AR)
- …Basic Qualifications + Bachelor's degree or commensurate work experience required; MBA, JD, CFA , or CFP preferred + 5+ years of banking experience, including ... 3+ years in private banking or in another client-facing role serving high net-worth individuals, families and family offices, required + NMLS, or successful completion of NMLS process within 45 days of hire, required Job Expectations Job Expectations: O perate… 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
- JPMorgan Chase (New York, NY)
- …management products, platforms, and industry trends **Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on ... investment products, including managed accounts, IRA/retirement products, and alternative investments, is a plus + Experience in program/project management is preferred, including experience working with process and workflow improvement initiatives Chase is a… more
- T. Rowe Price (Colorado Springs, CO)
- …obtained within first 3 months of hire if not currently held. Preferred: + MBA, CFA , CFP , CIMA + Extensive knowledge of the financial service industry + Previous ... intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and ability to… 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
- Binghamton University (Binghamton, NY)
- …Experience with online or hybrid teaching modalities. + Professional certifications such as CFA or CFP . + Familiarity with student-managed investment funds or ... stock market simulations. Visa sponsorship is not available for this position. Additional Information: Binghamton University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its… more
- JPMorgan Chase (Tulsa, OK)
- …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
- T. Rowe Price (Baltimore, MD)
- …product platforms + Based in the geographical territory with an established network. + CFA , CFP , CIMA, or MBA FINRA Requirements FINRA licenses are required and ... will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $141,000.00 - $255,000.00 for the location of: Maryland,… 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
- 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
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