- Access Dubuque (Dubuque, IA)
- …a regionally accredited institution + Professional certifications (eg, PMP, SHRM-CP, CAP, CPIM, CFA , CPA, CFP , CMA) are highly desirable and may be preferred ... depending on the area of specialization + Demonstrated teaching expertise in business and finance disciplines, such as management, business/administrative policy, operations management, business analytics, corporate finance, financial markets, investments, and… more
- CIBC (Boston, MA)
- …You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You ... bring 6-8 years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.… more
- T. Rowe Price (Baltimore, MD)
- …integrity and service excellence. + FINRA Series 7, 63 and/or 6. Preferred: + CFA , CAIA, CFP , and/or MBA highly desired. 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. $182,000.00 - $330,000.00 for the location of:… more
- CIBC (Atlanta, GA)
- …+ Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA, CFP , or JD. + Wealth management expertise: Bring 15+ ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.… more
- University of Colorado (Denver, CO)
- …and the record of teaching multiple finance courses. Professional designations such as CFA and CFP are a plus. _Applicants must meet minimum qualifications ... at the time of hire._ Special Instructions to Applicants:Questions should be directed to Jian Yang at ###@ucdenver.edu (https://apptrkr.com/get\_redirect.php?id=5605726&targetURL=###@ucdenver.edu) Lecturers will be selected from the pool on a… more
- BlackRock (San Francisco, CA)
- …product strategy and other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP , or progress towards, is strongly preferred ... + A minimum of 2-4 years investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, analytical, technical and client skills + Student of the market with fluid understanding of… more
- Thrivent Financial (Minneapolis, MN)
- …within 180 days of hire/transfer. + Progress towards an advanced industry designation such as CFA , ChFC, CFP , CIMA, or CLU is preferred. + Must have strong ... investment acumen including knowledge of modern portfolio theory statistics. + Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written… more
- University of Colorado (Denver, CO)
- …the record of teaching multiple finance courses. + Professional designations such as CFA AND CFP are preferred. **Knowledge, Skills, & Abilities** + Knowledge ... and proficiency in related discipline. + Demonstrated interest in mentoring and teaching in related discipline. + Demonstrate an exceptional understanding of diversity, equity, and inclusion with a commitment to developing equitable practices. + Ability to… more
- Edward Jones (Tempe, AZ)
- …or one of the financial planning concepts. **What Could Set You Apart:** + CFP , CFA , CPA, law degree or other relevant designation + Advanced knowledge ... + Series 7/66 required within 6 months of hire, consistent with department policy + CFP strongly preferred or start within 6 months of hire. + Deep SME in at… more
- Fifth Third Bank, NA (Nashville, TN)
- …work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA , or CPWA industry certification is preferred and will ... be required within 24 months (36 months for CFA ) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of… more