- Edward Jones (Dallas, TX)
- …About Job Overview **Skills/Requirements** **What Experience You Need:** + Bachelor's degree required + CFP or CFA designation required + Active Series 7, 66 & ... 24 required or obtained within 6 months of hire + 11+ years' experience of industry experience + Ability to travel to target markets up to 20%. + State Life and Health Insurance license preferred or obtained within 6 months of hire + Experience working with… more
- Vanguard (Charlotte, NC)
- …preferred. + Undergraduate degree or equivalent combination of training and experience. + CFP or CFA preferred. + Proficiency with Microsoft Excel, Python, or ... other analytical applications preferred. + Ability to learn new investment or financial planning concepts quickly. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a… more
- Charles Schwab (Westlake, TX)
- …and active FINRA Series 24 is preferred + Additional designations are preferred: CFP , CFA , CIMA, and/or AAMS + Demonstrated leadership, management and ... motivational skills + A minimum of 5 years in the financial services industry + A minimum of 4 years in a sales leadership/management capacity + A desire to lead, a passion for sales management, and a deep commitment to client service + Shown success in… more
- US Bank (Milwaukee, WI)
- …Microsoft Office applications + Well-developed analytical skills + Pursuit of professional credentials ( CFP , CFA , etc.) a plus If there's anything we can do ... to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… 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
- Edward Jones (Tempe, AZ)
- …+ Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA, CFP , CFA , ChFC,) + Strong technical aptitude and analytical skills + ... Intermediate proficiency with systems and tools such as MS Office 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP , CFA , CIMA, or MBA **Travel Requirements** 50-75% ... + Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective… 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
- Matter Family Office (Dallas, TX)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA , or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
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