- Edward Jones (St. Louis, MO)
- …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA, CFA, CPA or working towards designation(s) + Proficiency in ... to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/ public /index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . **Hiring Minimum:** $72700 **Hiring Maximum:** $119800 Read… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …degree in business, finance, accounting, or economics + Graduate degree or designation required ( CFP (R), CFA, CPA , JD, etc.) + 5-10+ years of experience in ... financial services, including client advisory + Series 65 license preferred + Strong interpersonal, communication, and leadership skills + Proficiency in Microsoft Office; experience with CRM, portfolio management software, and custodial platforms (eg, Schwab,… more
- BMO Financial Group (San Francisco, CA)
- …administration, or a related field; advanced degrees (JD, MBA) or industry certifications (CTFA, CFP , CPA ) preferred. * Minimum of 5 years of experience in trust ... administration within a regulated financial institution, preferably an OCC-regulated bank. * Extensive knowledge of fiduciary laws, OCC regulations, and industry best practices. * Strong analytical, problem-solving, and risk assessment skills. * Excellent… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, ... tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people + Excellent attention to detail with strong written and oral communication skills + Strong team player with a predisposition to service function +… more
- Access Dubuque (Dubuque, IA)
- …in corporate finance, wealth management, or banking. Relevant professional credentials (eg, CFP , CTP, CFA, CPA , CMA) are desirable. These positions are ... the University of Wisconsin System. Founded in 1866, UW-Platteville (UWP) is the oldest public institution in the State of Wisconsin, and is considered one of the… more
- Bank of America (Newport Beach, CA)
- …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 +… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …Officers as needed. Education Required: Bachelor's degree required Professional license (CTFA, CFP , CPA preferred) Experience Required: Minimum of 5 years of ... demonstrated personal trust administration experience; Demonstrated understanding of financial markets and investment theory. Other Requirements: Demonstrated history as a self-starter with tremendous initiative and accountability Ability to travel to client… more
- Vanguard (Scottsdale, AZ)
- …of project management experience preferred. + Experience in financial services encouraged. + CFP , CPA , and/or active Law License preferred, as well as other ... designations. Other Considerations + Candidates must be able to commute to Scottsdale, AZ office, Charlotte, NC, or Malvern, PA offices for a hybrid three-day in office work schedule. Relocation assistance may be available for the right candidate. + Travel… more
- Bank of America (Richmond, VA)
- …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA , CFA, CTFA, CFM or JD a significant plus **Additional Skills Used ... in this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales +… more
- Guardian Life (Tallahassee, FL)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more