- Bank of America (Redmond, WA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Columbia Bank (Seattle, WA)
- …management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one ... certification, preferred. + (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. The pay range for this role is $129,000.00 to $238,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory… more
- Raymond James Financial, Inc. (Bismarck, ND)
- …that 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
- Columbia Bank (Eugene, OR)
- …**You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years of experience as an ... investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to develop and maintain… more
- Corewell Health (Grosse Pointe, MI)
- …Accreditation Board within 90 days of hire + CRT-Accredited Food Protection Manager, CFP -ANSI National Accreditation Board within 90 days of hire Preferred + ... Associate's degree in hospitality or nutrition + Customer service skills. About Corewell Health As a team member at Corewell Health, you will play an essential role in delivering personalized health care to our patients, members and our communities. We are… more
- Edward Jones (St. Louis, MO)
- …+ Bachelor's degree in Business, Finance, Accounting or Law required + CPA required + CFP (R) preferred or obtained in accordance with firm policy + Series 7, 66, and ... 24 required or must be obtained within 6 months of hire + Direct client service experience as a member of a HNW client-facing professional team required + Deep Subject Matter expertise in complex tax planning for HNW clients + Previous formal leadership… more
- KeyBank (Seattle, WA)
- …Bankers (preferred) **Licenses and Certifications** + CPA, LLM, CTFA, and/or CFP (preferred) **Skills** + Ability to lead relationship development and engagement ... for beneficiaries. + Demonstrates awareness of state specific estate and tax planning issues. + Demonstrates experience working directly and independently with clients and families with a broad array of estate and financial planning issues which often arise… more
- PNC (Pittsburgh, PA)
- …Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or ... participate in STEM OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. Administers the most complex fiduciary accounts and… more
- US Bank (Minneapolis, MN)
- …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
- Equitable (Jacksonville, FL)
- …to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed ... Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment** : Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP + **Base Salary** : Annual salary for eligible… more
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