- Zions Bancorporation (Houston, TX)
- …FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
- Auburn University (Auburn, AL)
- …Valid and in State Desired Qualifications **Desired Qualifications** + MBA ,CPA , CFP , JD,CLU + Financial planning, law, accounting, estate planning, securities, ... investment Posting Detail Information **Salary Range** $91,550 - $228,040 **Job Category** Communications/Public Relations/Marketing **Working Hours if Non-Traditional** This role works days, nights, weekends, and involves frequent travel. **City position is… more
- JPMorgan Chase (New Orleans, LA)
- …Series 7, Series 66 required **Preferred qualifications, capabilities, and skills:** + CFP preferred + previous Advisor experience 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 heart of… more
- Principal Financial Group (Elkhorn, NE)
- …Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) designations desired. + ... Some travel required, including overnight stays (up to 15%). **Licenses and/or exams necessary for this position include:** + Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all… more
- UMB Bank (Jackson, MS)
- …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 full earning potential for this role. Please… more
- KeyBank (Albany, 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) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Skills** + Ability to build trust by taking a client-centric approach. To… more
- KeyBank (Portland, ME)
- …and profitability. + Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. + ... Demonstrated ability to be accountable for a process and/or delivery from end to end. **COMPETENCIES/SKILLS** **Client Focus** - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand client information… more
- M&T Bank (Paramus, NJ)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) ... certification Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private Banking products and services Trust experience Ability to work independently and in a team-based environment M&T Bank is committed to fair,… more
- KeyBank (Dayton, OH)
- …7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to build trust by taking a client centric approach +… more
- Vanguard (Minneapolis, MN)
- …63. . Undergraduate degree or equivalent combination of training and experience. . CIMA, CFP or CFA is a plus. Special Factors Sponsorship Vanguard is not offering ... visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and… more