- Bank of America (Newport Beach, CA)
- …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 + Collaboration +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …planning within a wealth management setting + Certified Financial Planner ( CFP ) designation (required) + Expertise across estate, tax, retirement, insurance, ... investment, and cash flow planning + Ability to manage multiple client relationships in a fast-paced environment + Strong leadership, communication, and presentation skills + Knowledge of advanced planning topics (eg, tax loss harvesting, stock options) +… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …as needed. Education Required: Bachelor's degree required Professional license (CTFA, CFP , CPA preferred) Experience Required: Minimum of 5 years of demonstrated ... personal trust administration experience; Demonstrated understanding of financial markets and investment theory. Other Requirements: Demonstrated history as a self-starter with tremendous initiative and accountability Ability to travel to client locations as… more
- Vanguard (Scottsdale, AZ)
- …project management experience preferred. + Experience in financial services encouraged. + CFP , CPA, and/or active Law License preferred, as well as other ... designations. Other Considerations + Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule. Relocation assistance may be available for the right candidate. + Travel… more
- Coldstream Wealth Management (Mercer Island, WA)
- …+ Financial Paraplanner Qualified Professional (FPQP) designation - or working towards the CFP designation (or willingness to do one of them within 12 months at ... Coldstream's expense) + Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, MoneyGuidePro, and/or Tamarac is a plus + A Bachelor's degree + Excellent communication, relationship building, and organizational skills +… more
- Insight Global (San Francisco, CA)
- …Skills and Requirements * Candidates must have a four-year degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably ... at a professional financial services company or wealth management firm * Experience developing a book of clients * Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis * Unquestioned commitment to integrity… more
- Charles Schwab (Newport Beach, CA)
- …Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's degree highly preferred **Required Qualifications:** + ... Active & valid FINRA Series 7 license + Active & valid FINRA Series 66 (63/65) license + Active & valid Life & Health insurance + 7+ years financial services industry experience + 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all… more
- Huntington National Bank (Chillicothe, OH)
- …7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in an investments area + Experience ... coaching, influencing and developing individuals in a team environment + Track record of exceeding expectations as well as assigned goals and targets + Ability to effectively communicate with a wide range of prospects and clients, attention to detail in… more
- Neuberger Berman (New York, NY)
- …(required within the first 180 days) + Additional certifications such as MBA, CFA, CFP , or CIMA are beneficial but not required + Proficiency with Microsoft Office ... and prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management, financial products, and services + Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities + Ability… more
- Bank OZK (Charlotte, NC)
- …trust/wealth management function or equivalent experience required + CFA or CFP designation preferred Job Expectations Job Expectations: O perate customary equipment ... and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added.… more