- Robert Half Finance & Accounting (San Ramon, CA)
- …and better serve clients, this could be a strong next step. Requirements + CFP (R) certification required + 5+ years of experience in financial services, ideally in a ... client-facing advisory role + Strong ability to analyze client needs and deliver customized financial strategies + Excellent communication and relationship-building skills + Self-motivated, ethical, and service-oriented professional + Local candidates in San… more
- Deloitte (Pittsburgh, PA)
- …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 compensation decisions including but… more
- Equitable (Portland, OR)
- …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 Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
- Equitable (Deerfield, IL)
- …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 Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. +… more
- JPMorgan Chase (Miami, FL)
- …acumen **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Excellent communication skills + Strong analytical and quantitative ... skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) JPMorganChase, one of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial planning work. + Experience with E-Money or progress toward the CFP (R) designation is a significant plus. + Highly intellectual, detail-oriented, and ... motivated by analytical problem-solving. + Professional, polished communication style. + Exceptional verbal and written communication skills, as this role is heavily client-facing. For expedited consideration or to have a conversation about other roles in,… more
- 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 associates'… more
- Cisco (San Jose, CA)
- …Experience in designing systems with the latest power technologies such as TLVR, CFP , vertical power deliver for high power ASIC. + Experience using Stability ... analyzers, oscilloscopes, function-generators, electronic loads, bench programmable AC or DC power sources. + Familiar with Firmware, Mechanical and thermal design in Power Supply. + Strong knowledge of components, materials and manufacturing processes, and… more
- US Bank (Seattle, WA)
- …Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** ... + Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory… more
- Coldstream Wealth Management (Bellevue, WA)
- …services, including managing, identifying, building, and developing client relationships + CFP and 3+ years of experience producing and presenting financial plans ... + A Bachelor's degree + Superior communication skills (written, verbal, listening, and presentation) + Entrepreneurial focus with a strong work ethic + The desire to provide outstanding, proactive client service in a team-oriented environment + Proficiency… more