- 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
- 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
- PNC (Erie, PA)
- …as with stocks and bonds. There will be a need to eventually obtain a credential ( CFP , CFA , or CIMA) in this role. Recent college graduates with a Finance degree ... or exposure to finance courses could also be considered. This position offers growth opportunities within the Investment Advisor job family and will progress towards direct client interactions PNC will not provide sponsorship for employment visas or… 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
- 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
- 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
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