- 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
- Edward Jones (St. Louis, MO)
- …with project coordination; CAPM designation + Financial services designations, FPQP, AAMS, CFP , CFA * Experience working in a collaborative, small team-oriented ... environment Comparable Jobs Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have… more
- Charles Schwab (Westlake, TX)
- …, MBA a plus . **FINRA Series 7 and 66 required** . Industry certifications (CIMA/ CFP / CFA /CWS) preferred . Must have a minimum of 10-15 years in the financial ... services industry, including 7+ years of sales leadership experience . Typical travel is about 50% of the time for supervision and meetings . Position must reside in the region they cover, with potential to be located in a branch or corporate site based on… more
- Robert Half Finance & Accounting (Reston, VA)
- …public accounting firm or finance at a large public firm/company. - MBA, CPA, CFP , or CFA qualification will be at an advantage. -Advanced 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 business is… more
- US Bank (Portland, OR)
- …Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials ( CFP , CFA , etc.) a plus This role is hybrid. Team members ... who are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- Truist (Mclean, VA)
- …life and health. + Must be able to partner well internally Preferred Qualifications: + CFP , CFA , Master's Degree The annual base salary for this position is ... $110,000 - $130,000. **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… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …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% ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients… more
- UMB Bank (Jackson, MS)
- …provide unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - ... $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the… more
- Vanguard (Minneapolis, MN)
- …& 63. . Undergraduate degree or equivalent combination of training and experience. . CIMA, CFP or CFA is a plus. Special Factors Sponsorship Vanguard is not ... offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. 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 we do. We also help… more