- Kestra Financial (Fort Worth, TX)
- …focus, and teamwork * Develop Centers of Influences such as community involvement, CPA 's and attorneys, etc. * Other duties as assigned Knowledge, Skills, and/or ... Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities more
- Bank of America (Paramus, NJ)
- …90 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
- Principal Financial Group (Des Moines, IA)
- …Are** + Bachelor's degree in Finance, Accounting, or Business preferred + CPA designation and 7+ years related experience preferred + Understanding of nonqualified ... That Will Help You Stand Out** + Industry designations (eg CLU, ChFC, CFP , FLMI), or progress towards, preferred **Salary Range Information** Salary ranges below… more
- CIBC (Atlanta, GA)
- …Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA , CFP , or JD. + Wealth management expertise: Bring 15+ years ... of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. +… more
- Wells Fargo (Atlanta, GA)
- …degrees and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA , Certified Financial Planner ( CFP ), and/or Chartered Financial ... Analyst (CFA) strongly preferred + Deep experience with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to 25% of the time **Posting… more
- Bank of America (Houston, TX)
- …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
- Robert Half Finance & Accounting (Mountain View, CA)
- …degree in business, finance, or a related field; advanced degree or professional designation ( CFP (R), CFA, CPA , JD, etc.) required. + 5-10+ years of experience ... in financial services, including at least 5 years advising clients. + Series 65 license required. + Proficiency in Microsoft Office; experience with CRM and portfolio management software is a plus. + Strong interpersonal, communication, and leadership skills.… more
- KeyBank (Cleveland, OH)
- …delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA , CFA, CFP or Master's Degree * Demonstrated new business ... **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater… more
- Bank of America (Bloomfield Hills, MI)
- …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
- First National Bank of Omaha (Overland Park, KS)
- …preferred * Licenses: FINRA Series 65/66 required * Advanced designations desired: CFP (R), CFA(R), CTFA(R), CIMA(R), CPA (R), CEPA Candidates must possess ... unrestricted work authorization and not require future sponsorship. **Work Environment:** It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture… more