- Robert Half Finance & Accounting (Mountain View, CA)
- …business, finance, or a related discipline; advanced degree or professional designation ( CFP (R), CFA, CPA, JD, etc.) strongly preferred. + Experience: 5-10+ years in ... financial services, including a minimum of 5 years in direct client advisory roles. + Licensing: Series 65 license required. + Technical Skills: Proficiency in Microsoft Office; familiarity with CRM systems and portfolio management tools is a plus. + Core… more
- Bank of America (Indianapolis, IN)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification +… more
- Bank of America (Tampa, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Charles Schwab (Portland, OR)
- …such as Salesforce & Tableau + CFA and/or CIMA desirable but not required. + CFP (R) designation or MBA desirable but not required. **What's in it for you** At ... Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach… more
- CentraCare (Paynesville, MN)
- …Training accredited by the American National Standards Institute (ANSI)-Conference for Food Protection ( CFP ) required within 1 1/2 years - can be ServSafe or TAP ... Series CentraCare has made a commitment to diversity in its workforce. All individuals including, but not limited to, individuals with disabilities, are encouraged to apply. CentraCare is an EEO/AA employers. more
- Fifth Third Bank, NA (Columbus, OH)
- …successful candidates are likely to have an advanced degree, such as a CFA, CFP , MBA. + 8+ years of clearly defined investment management experience focused on ... structuring portfolios that couple the firm's investment approach with client goals. + Candidate should have excellent investment acumen, including sophisticated investments knowledge. + Significant sales and client retention experience + Experience excelling… more
- The City of Rochester, MN (Rochester, MN)
- …Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified Internal Auditor (CIA) + Enrolled Agent (EA) + Certified ... Government Financial Manager (CGFM) + Certified Public Finance Officer (CPFO) + N/A - I do not possess any accounting-related certifications/designations 12 Do you have a valid driver's license? + Yes + No 13 Does your professional accounting-related… more
- Principal Financial Group (Houston, TX)
- …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 and Non-Resident state Life/Health and Variable Annuity licensing needed for all non-resident states in which business… more
- Edward Jones (Tempe, AZ)
- …Could Set You Apart:** + Masters degree preferred + Additional designations such as CFP or CAIA + Prior portfolio management experience at trust company 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 received. Check out our US awards and… more
- Charles Schwab (Gaithersburg, MD)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more