- American Red Cross (NC)
- …plus. A certification in one or more of the following areas is highly preferred: CFRE, CFP , CAP, JD, LLM. **BENEFITS FOR YOU:** We take care of you, while you take ... care of others. As a mission-based organization, we believe our team needs great support to do great work. Our comprehensive benefits help you balance your home and work. With our resources and perks, you have amazing possibilities at the American Red Cross to… more
- Principal Financial Group (Los Angeles, CA)
- …internal or external wholesaling experience and CIMA, CMA, CFA, or CFP designation. **Salary Range Information** This position offers a competitive compensation ... package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range (Non-Exempt expressed as… more
- Bank of America (Royal Oak, MI)
- …* 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
- Fifth Third Bank, NA (Cincinnati, OH)
- …accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILTIES REQUIRED: + BS/BA required. + CFP /CFA and MBA preferred. + Minimum of 12 years related Investment experience ... (eg, investment management and trust). + Proven business development skills. + Demonstrated ability to collaborate. + Excellent communication skills. + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing… more
- Bank of America (Florham Park, NJ)
- …days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * 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
- JPMorgan Chase (San Francisco, CA)
- …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) JPMorgan Chase & Co.,… more
- US Bank (Pasadena, CA)
- …independently and act as a business owner - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who are in a hybrid role ... typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer… more
- Santander US (Edison, NJ)
- …achievement while maintaining high ethical standards. + Degrees such as an MBA, CFP , CHLU or CHFC preferred. + Licenses/Certifications: FINRA licenses 7 and 66, or ... 7 and 63 and 65 as well as appropriate state insurance licenses required. **Skills and Abilities:** + Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner + Superior sales skills and have a command of… more
- Truist (Powell, OH)
- …Life insurance license 2. FINRA securities registration 3. CLU, ChFC, and CFP certifications **General Description of Available Benefits for Eligible Employees of ... TIH:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance Holdings, LP (TIH) offering the… more
- T. Rowe Price (Owings Mills, MD)
- …network. Strong preference for candidates based in the Denver or Phoenix area. + CFA, CFP , CIMA, or MBA + FINRA Series 7 and 66 licensed. FINRA Requirements FINRA ... licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Regional Requirements: Base salary range: $ 138,000 - $249,000 USD for the locations of: Colorado, the State of Washington, California… more