• Retirement Client Advisor

    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
    UMB Bank (11/21/25)
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  • Field Sales Executive, Wirehouse Channel - Upper…

    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
    Vanguard (11/20/25)
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  • JP Morgan Wealth Management - Executive Director,…

    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
    JPMorgan Chase (10/30/25)
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  • Sr Wealth Advisor

    UMB Bank (Dubuque, IA)
    …**Bonus points if:** + You possess an advanced degree or professional certification such as CFP or CFA . + You have demonstrated experience with a wide range of ... client advice and service needs, particularly for the ultra-high net worth segment. + You have knowledge of banking products, including lending, credit, and deposit solutions. + You have proficiency in Salesforce CRM software, and familiarity in other front… more
    UMB Bank (10/18/25)
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  • Adjunct Faculty - Finance, Department…

    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
    Rowan University (10/12/25)
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  • US Wealth Advisory SMA Specialist, Associate/VP

    BlackRock (Princeton, NJ)
    …deliver an exceptional client experience **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA or CFA preferred + Minimum 3+ years in SMA, ETF ... or mutual fund sales + Strong financial services background with knowledge of investment trends and advisor practices + Solid understanding of fixed income, equity and options markets + Exceptional verbal and written communication skills + Strong sales,… more
    BlackRock (01/06/26)
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  • Associate Director - Wealth Advisory (AZ)

    Principal Financial Group (Phoenix, AZ)
    …7 + Series 63 required within 45 days + Advanced designations preferred (eg, CFP (R), CFA (R), CIMA(R), CAIA(R)) + Excellent knowledge of investment products and ... financial markets required + Strong interpersonal skills, consultative skills, advisor management expertise, and analytical analysis are required + Must have strong presentation, and oral and written communication skills + Good training and motivational skills… more
    Principal Financial Group (01/06/26)
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  • Lead Planner | RIA Firm

    Robert Half Finance & Accounting (Mountain View, CA)
    …in high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA (R), CPA, JD, or similar professional designation. + Strong ... communication, relationship-building, and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning… more
    Robert Half Finance & Accounting (12/28/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Pittsburgh, PA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
    Deloitte (12/25/25)
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  • Associate Trader I- Municipal Bonds

    Edward Jones (Tempe, AZ)
    …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA, CFA , CPA or working towards designation(s) + Proficiency in ... non-trading applications or coding language (ie Microsoft Suite, Power BI, Tableau, VBA, SQL) 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… more
    Edward Jones (12/24/25)
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