- Truist (Philadelphia, PA)
- …check * Ability to travel, occasionally overnight **Preferred Qualifications:** * MBA, JD, CPA, CFA or CFP * 5 years of proven experience leading and managing ... multi-regional wealth teams * Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life… more
- Charles Schwab (Irvine, CA)
- …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
- CIBC (Birmingham, MI)
- …**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… more
- Umpqua 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
- Insight Global (Dallas, TX)
- …is a huge must have since they are working directly with family and business finances CFA , CPA or CFP certs If they are coming from the big 4 accounting ... firms ( Deloitte, PWC, KPMG, EY) Series 65 - they will need to be willing to work towards this if they don't already have it Addepar or Wealthscape (Financial software) null We are a company committed to creating diverse and inclusive environments where people… 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)
- …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
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities and Skills:** + Advisory background preferred + Advanced credentials: CFA , CIMA, CFP (not required) Chase is a leading financial ... services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything… more
- JPMorgan Chase (New York, NY)
- …and capabilities: + Advanced degree , alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest financial ... institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and… more
- CIBC (Austin, TX)
- …You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You ... bring 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