- 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
- 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)
- …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
- Fifth Third Bank, NA (Charlotte, NC)
- …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
- Charles Schwab (Lone Tree, CO)
- …individual with extensive financial services experience to share with their team of CFP (R) or CFA (R) investment professionals. **Managing change** - The Senior ... and the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA (R) designation required (may consider 24 month condition of… more
- Edward Jones (St. Louis, MO)
- …+ Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA, CFP , CFA , ChFC,) + Strong technical aptitude and analytical skills ... **INTERNAL APPLICANTS ONLY:** Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future… more
- Rowan University (Glassboro, NJ)
- …is linked to the fields of accounting or finance. Professional certification (eg, CFP , CFA ) and daytime availability are advantageous. To Apply: All applications ... must be submitted through our online application system. http://jobs.rowan.edu/cw/en-us/listing/ Candidates should submit: + cover letter + resume + graduate transcripts + current teaching evaluations + names and contact information of three references Rowan… more
- Charles Schwab (Houston, TX)
- …experience **Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA , CIMA, and/or AAMS + Strong leadership, management, and ... motivational skills + A desire to lead, a passion for sales management, and a deep commitment to client service + Proficient inestablishing quality cross-enterprise partnerships + Strong candidates will also have excellent communication skills and a track… more
- Matter Family Office (St. Louis, MO)
- …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA , CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
- PNC (Erie, PA)
- …following qualifications: - Client engagement skills - Investment skills and experience - CFP , CFA , or CIMA credentials - In-depth investment knowledge needed - ... Able and willing to work in a team environment PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the… more