- Edward Jones (St. Louis, MO)
- …project coordination; CAPM designation + Financial services designations, FPQP, AAMS, CFP , CFA * Experience working in a collaborative, small team-oriented ... environment Comparable Jobs 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' contributions to the firm and the recognitions we have… more
- slippery rock university (Slippery Rock, PA)
- …prior work experience in Finance and/or professional certification (such as CFA , CFP ), will be given preference. Posting Detail Information Posting Date Closing ... Date Open Until Filled Yes Respect for Individuals in the Community Slippery Rock University provides an environment that respects, encourages, and promotes the talents and contributions of all. Slippery Rock University values a community with a shared sense… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans,… more
- Equitable (Portsmouth, NH)
- …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 * Stable Pay: Biweekly pay for eligible financial… more
- Edward Jones (Tempe, AZ)
- …6 months of hire, consistent with department policy + Begin pursuing CFA or CFP within six months. + Technical aptitude -knowledge of the following: firm's A&G, ... investment products, portfolio construction, or one of the financial planning concepts. **What Could Set You Apart:** + Exposure to at least one of the following - foundational knowledge of investments, financial planning, financial planning topical area,… more
- KeyBank (Buffalo, NY)
- …() and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified ... Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust by taking a proactive client centric… more
- Equitable (Lexington, KY)
- …**Preferred Qualifications** + Bachelor's Degree Preferred + CLU, ChFC and/or CFP a big plus + Exceptional communication/interpersonal skills, with good computer ... and organizational skills. + Sales experience in Virginia territory **Skills** **Effective Presentations:** Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality. **Financial… more
- US Bank (Minneapolis, MN)
- …equivalent experience + Advanced degree or applicable professional designation such as CTFA or CFP + 12 or more years of experience in financial services, with an ... emphasis on trust servicing and/or administration + Five or more years in a leadership or management role **Preferred Skills/Experience** + Extensive knowledge of the Trust services unit and division, its products, processes, and related bank and regulatory… more
- Ensign-Bickford Aerospace and Defense (Simsbury, CT)
- …for Excess and Obsolete (E&O) inventory. + Support Customer Furnished Property ( CFP ) program and supplier inventory process. Leads problem resolution and performs ... reporting. + Back up for hazardous material and inert product Shipping. + Outside audit preparation and support. + Trouble shooting inventory issues and reconciliations. Requirements: + High School diploma minimum. AAS Business or equivalent experience is a… more
- JPMorgan Chase (Chicago, IL)
- …Series 7, Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP , WMCP, or other financial planning designations preferred 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… more