- Regions Bank (Mobile, AL)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- Regions Bank (Orlando, FL)
- …Strategist/Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) ... skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full time **Compensation Details** Pay ranges… more
- Truist (Philadelphia, PA)
- …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...to travel, occasionally overnight **Preferred Qualifications:** * MBA, JD, CPA , CFA or CFP * 5 years… more
- M&T Bank (Wilmington, DE)
- … Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) certification **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular combination… more
- Idaho Division of Human Resources (Boise, ID)
- …analyzing anti-money laundering (AML) statutes and/or conducting AML investigations. + Possession of a Certified Public Accountant ( CPA ) license and/or a ... Forensic Accountant / Financial Investigator - DOF Posting Begin...Review and investigate cases for financial stakeholders and the public via complaints, examination findings, proactive case development, and/or… more
- Fifth Third Bank, NA (Houston, TX)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- KeyBank (Toledo, OH)
- …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… more
- M&T Bank (Boston, MA)
- …degree in Business Administration) + CFP ( Certified Financial Planner) and/or CPA ( Certified Public Accountant ) certification + Strong background ... in institutional lending, derivatives, and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144 restricted stock knowledge + Knowledge of capital markets and macro interest rate environment + Knowledge of account… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Insurance (LAH) licenses preferred + CFP (R) ( Certified Financial Planner(R)), CPA ( Certified Public Accountant ), CIMA(R) ( Certified ... Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation preferred. Experience Ten (10) years of experience in investments Previous experience… more
- Truist (Richmond, VA)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... established management or career development program or banking school. **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… more