• Investment Management Product Manager (Product…

    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
    Vanguard (12/04/25)
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  • Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab (Austin, 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
    Charles Schwab (01/18/26)
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  • Product Specialist

    Vanguard (Malvern, PA)
    …National accounts experience preferred. + Undergraduate required . Graduate degree preferred. + CFA , CIMA, CFP , etc preferred. + This job requires a regulatory ... license and/or registration ( eg FINRA, state , SFC ). These will be determined by Compliance based on role-specific duties. Special Factors Sponsorship Vanguard is offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a… more
    Vanguard (01/14/26)
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  • Wealth Ops Group Manager - Performance Reporting

    Citizens (Charlotte, NC)
    …65 and/or 66 + Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics ... platforms, and CRM systems. + Experience with RIA operations, performance reporting, and portfolio accounting. + Background in change management and strategic planning within wealth management. + Proven record of consistent employment and long-term tenure… more
    Citizens (01/10/26)
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  • Senior Relationship Manager

    CIBC (Dallas, TX)
    …**Educational background:** Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA, CFP , or JD. + **Wealth management expertise:** Bring ... 10-15+ 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… more
    CIBC (01/09/26)
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  • Financial Analyst

    Insight Global (Dallas, TX)
    …* Strong experience with Excel ○ Vlookups, Piot Tables, Strong analytical skills are vital * CFA , CPA or CFP certs * Degree in Accounting or Finance or Economics ... * 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) more
    Insight Global (01/08/26)
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  • Relationship Manager - Private Wealth

    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
    CIBC (01/07/26)
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  • Market Director - Investment Only

    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
    Principal Financial Group (12/24/25)
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  • Senior Wealth Advisor

    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
    Columbia Bank (12/23/25)
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  • Full-time Faculty in Business

    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
    Access Dubuque (12/19/25)
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