- 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
- 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
- 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
- Bank of America (Kansas City, MO)
- …financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA ... or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience **Skills:** + Advisory + Client Investments Management + Customer and Client Focus + Investment Management +… more
- Bank of America (Baltimore, MD)
- …and within the business community **Desired Qualifications:** + MBA or Post-Graduate Degree + CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + ... Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …in high-net-worth tax, investment management, or related fields. + Must hold a CFP (R) or CFA + 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 diverse planning strategies and investment approaches. +… more
- Truist (Charlotte, NC)
- …and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of study. 3. Proven superior ... technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning 4. Track… more
- Charles Schwab (Lone Tree, CO)
- …under a 120 day condition of employment) + Advanced degrees or certifications (eg, CFP (R), CFA (R), ChFC(R)) preferred + Active life & health insurance licensing ... preferred (or can be obtained under a condition of employment) + Proven ability to explain complex financial concepts clearly to clients and advisors. **In addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **We… more
- First National Bank of Omaha (Omaha, NE)
- …Accident & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA , CWS, CTFA, CFM or MBA, JD or ability to earn ... accreditation Candidates must possess unrestricted work authorization and not require future sponsorship. **Compensation:** Compensation range (base pay): $124,343.00-$211,384.00 _This role may have a specific starting pay within this range._ Final… more
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