- Robert Half Finance & Accounting (Mountain View, CA)
- …high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA(R), CPA, JD, or similar professional designation. + Strong communication, ... relationship-building, and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning diverse planning… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (required). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
- Truist (Fairfax, VA)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... of Truist Financial Corporation:** 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 Truist offering the… more
- Deloitte (Pittsburgh, PA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but… more
- BMO Financial Group (Los Angeles, CA)
- …laws, and estate planning strategies. + Professional designations such as CTFA, CFP , or CPA are highly desirable. + Exceptional interpersonal, communication, and ... relationship-building skills. + Proven ability to manage complex client relationships and deliver exceptional service. + Strong analytical, organization, and problem-solving abilities. **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried The above… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial planning work. + Experience with E-Money or progress toward the CFP (R) designation is a significant plus. + Highly intellectual, detail-oriented, and ... motivated by analytical problem-solving. + Professional, polished communication style. + Exceptional verbal and written communication skills, as this role is heavily client-facing. For expedited consideration or to have a conversation about other roles in,… more
- Equitable (Portland, OR)
- …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 Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.… more
- Equitable (Deerfield, IL)
- …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 Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. +… more
- JPMorgan Chase (Miami, FL)
- …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) JPMorganChase, one of… more
- US Bank (Seattle, WA)
- …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