- Robert Half Finance & Accounting (Reston, VA)
- …with a "Big Four" or large public accounting firm or finance at a large public firm/company. - MBA, CPA , CFP , or CFA qualification will be at an ... advantage. -Advanced Excel experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in… more
- Truist (Mclean, VA)
- …Serve as a personal financial advisory resource for clients, their attorneys and CPA 's. + 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years ... and health. + Must be able to partner well internally Preferred Qualifications: + CFP , CFA, Master's Degree The annual base salary for this position is $110,000 -… more
- Auburn University (Auburn, AL)
- …+ Planned Giving + Estate Planning + Financial Planning + Financial Sales **Preference:** + CFP + CPA + RR Posting Detail Information **Salary Range** $55,890 - ... Bachelor's degree plus 2 years of experience in fundraising, marketing, sales, and/or public relations **Level II -** + Bachelor's degree plus 4 years of experience… more
- Edward Jones (Tempe, AZ)
- …+ 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:** $84100 **Hiring Maximum:** $143100 Read… more
- Auburn University (Auburn, AL)
- …Driver License, Valid and in State Desired Qualifications **Desired Qualifications** + MBA , CPA , CFP , JD,CLU + Financial planning, law, accounting, estate ... practices andprocedures in the areas of fundraising, sales, marketing, recruiting, public relations, and must have theability to adapt and respond appropriately… more
- KeyBank (Portland, ME)
- …with a view toward revenue enhancement and profitability. + Professional Designation preferred - JD, CPA , LLM , CTFA , CFP or advanced degree as appropriate. + ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to obtain a necessary license if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor ... Promote the Wealth Consulting teams through home office visits and public speaking engagements. + Extensive collaboration with internal and external business… more
- Wells Fargo (Boston, MA)
- …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 **Pay… more
- Truist (Nashville, TN)
- …and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA, CPA , CFP 2. 10+ years of fiduciary experience with a focus on ... business development and relationship management **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… more
- Kestra Financial (Sewickley, PA)
- …and teamwork + Develop Centers of Influences such as community involvement, CPA 's and attorneys, etc. + Other duties as assigned Supervisory Responsibilities: None ... services culture preferred Certificates, Licenses, Registration + Series 7 and 63 required + Series 65/66 preferred (or ability to obtain) + CFP or CIMA preferred more