- 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
- CIBC (Newport Beach, CA)
- …a bachelor's degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP , CFA , CTFA or CPA preferred. + Series 7, 63 and 65, or ... 66, will not be held or required. California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards… more
- Janus Henderson Investors (Denver, CO)
- …7 and 63 licenses required prior to hire. + Advanced industry designation (CIMA, CFP , CFA , APMA or other pertinent designation) or equivalent experience. + ... Knowledge of financial industry products such as mutual funds, ETF's, model portfolios and separately managed accounts (SMA's) to respond to client inquiries, provide answers, and to identify selling opportunities. + Ability to initiate outbound sales… more
- Bank of America (Pennington, NJ)
- …working with high net worth and ultra-high net worth clients. + JD, CPA, MBA, CFA , CIMA, CTFA or CFP preferred. **Skills:** + Business Development + Critical ... Thinking + Oral Communications + Presentation Skills + Wealth Planning + Active Listening + Collaboration + Customer and Client Focus + Pipeline Management + Written Communications + Adaptability + Attention to Detail + Issue Management + Prioritization… more
- S&P Global (New York, NY)
- …**Additional Preferred Qualifications:** + Master's degree or relevant certifications (eg, CFP , CFA ) preferred. + Strong knowledge of financial markets, ... investment products, and wealth management strategies preferred. + Experience in AI and machine learning, Wealth, or DeFi preferred. + Proficiency in data analysis tools (eg, Excel, SQL) and experience with data visualization platforms (eg, Tableau, Power BI)… 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
- JPMorgan Chase (Jersey City, NJ)
- …front of team members and stakeholders **Preferred qualifications, capabilities, and skills:** + CFP or CFA Certification is highly preferred 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… more
- Robert Half Finance & Accounting (Reston, VA)
- …large public accounting firm or finance at a large public company. - MBA, CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft Excel ... experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real estate… more
- Truist (Charlotte, NC)
- …in business, accounting, or related field. **Preferred Qualifications** **:** + MBA, CFP , CFA , CIMA **General Description of Available Benefits for Eligible ... Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering… more
- T. Rowe Price (Baltimore, MD)
- …Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales ... + Advanced sales, service, and relationship management skills + Advanced verbal and written communication skills + Outstanding presentation/public speaking skills + Self-directed and willing to travel (50%) + Thorough knowledge of the investment process and… more
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