- Broadview FCU (Albany, NY)
- …63 & 65 ) licenses. Work toward obtaining advanced financial designation. CFP designation preferred. + Excellent mathematical ability + Excellent computer skills, ... including knowledge of spreadsheets + Excellent communications ability, both oral and auditory + Excellent interpersonal skills + Ability to prioritize and change directions as needed + Strong organizational skills + Excellent presentation skills Starting… more
- Umpqua Bank (Phoenix, AZ)
- …management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one ... certification, preferred. + (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this… more
- Bank of America (Cypress, TX)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Bank of America (Pleasant Hill, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management +… more
- Equitable (Kansas City, KS)
- …* Demonstrated success in leadership roles **Preferred Qualifications** * CLU, ChFC and/or CFP a big plus * FINRA Series 4 registration is encouraged * Strong ... professional work history in the RBG business * Ability to make sound business and strategic decisions in partnership and conjunction with other leadership within the branch * Ability to effectively manage multiple locations across a large geographic area *… more
- JPMorgan Chase (New York, NY)
- …and capabilities:** + Advanced degree or relevant industry designation (ie MBA; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the oldest financial institutions, ... offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over 200 years and today we are a… more
- Bank of America (Las Vegas, NV)
- …and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * 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
- Huntington National Bank (Cincinnati, OH)
- …such as CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), or CFP (Certified Financial Planner). Exempt Status: (Yes = not eligible for ... overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and… more
- JPMorgan Chase (Fayetteville, NY)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) certification is ... preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES *… more
- KeyBank (Seattle, WA)
- …7 and 66 (or 63 & 65) (required) + 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
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