- KeyBank (Chicago, IL)
- …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
- Columbia Bank (Los Angeles, CA)
- …wealth management skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA , CFA, CWS or AWMA, any ... otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or… more
- CIBC (Houston, TX)
- …that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA, CFP , CFA, JD, CTFA, CPA + 10+ years of experience in wealth management ... national sales strategies. + Develop personal referral source networks (attorney, accountant , banker, etc.), calling on individuals and institutions to build… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ Bachelor's degree in Finance, Economics, Financial Planning or a related field. + CFP , CPA , JD, or MBA preferred. + Advanced knowledge as a generalist ... or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving skills. + Excellent communication and interpersonal skills. + Proficiency in financial planning… 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
- 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
- Atria Wealth Solutions (King, NC)
- …licenses required. + North Carolina Life, Accident and Health Insurance License required. + CFP , ChFC, JD, CPA or similar designation currently held of actively ... pursuing strongly preferred OTHER QUALIFICATIONS - Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible. EOE STATEMENT We are an equal… more
- KeyBank (New York, NY)
- …with a view toward revenue enhancement and profitability. + Professional Designation preferred - JD, CPA , LLM , CTFA , CFP or advanced degree as appropriate. + ... Self-motivated, goal and results driven. + Demonstrated ability to be accountable for a process and/or delivery from end to end. **COMPETENCIES/SKILLS** **Client Focus** - Is dedicated to meeting the expectations and requirements of internal and external… 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
- Truist (Atlanta, GA)
- …and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA , CFA or comparable advanced knowledge course of study. 3. Proven superior ... required deadlines. 9. Proven experience with group facilitation, presentations, and/or public speaking 10. Strong written, verbal, problem solving, and analytical… more