- Charles Schwab (Portland, OR)
- …families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If ... license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge In addition to… more
- JPMorgan Chase (Charlotte, NC)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- Vanguard (Malvern, PA)
- …Cost Planning , Social Security Planning , Tax Planning, Legacy & Estate Planning, Retirement Income, and Behavioral Coaching. Key responsibilities: + Ambassadorship ... preferred. + Undergraduate degree or equivalent combination of training and experience. + CFP strongly preferred or willingness to pursue. + This job requires a… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …teams and external advisors to deliver comprehensive planning across investments, estate , tax, and philanthropic goals. Key Responsibilities: + Lead client ... in business, finance, accounting, or economics + Graduate degree or designation required ( CFP (R), CFA, CPA, JD, etc.) + 5-10+ years of experience in financial… more
- TD Bank (Greenville, SC)
- …exceptional client experience + Leverages and coordinates specialists (Taxes, Trust and Estate ) to provide interdisciplinary expertise for our most complex clients + ... and active Life & Health insurance licenses + Certified Financial Planner ( CFP ), preferred + Strong understanding of private banking business development techniques,… more
- Huntington National Bank (Denver, CO)
- …present, and review customized financial plans, incorporating retirement, tax, estate , investment, and risk management strategies. + Collaborate closely with ... + Perform other duties as assigned. Basic Qualifications: + Bachelor's degree + CFP (R) designation preferred. + Minimum 8 years of experience in financial planning… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate , investment, and risk management. + Mentor & Lead: Support junior ... consideration. Requirements + 4+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent preferred. + Expertise in… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …family members, while managing financial risk; + Execute the terms of any estate plan or document in which DTC serves as trustee, executor, personal representative, ... as needed. Education Required: Bachelor's degree required Professional license (CTFA, CFP , CPA preferred) Experience Required: Minimum of 5 years of demonstrated… more
- Charles Schwab (Newport Beach, CA)
- …our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, ... Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Bachelor's degree highly preferred **Required Qualifications:** +… more
- First National Bank of Omaha (Overland Park, KS)
- …in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning. + Successful business development activities ... occurring prior to or after normal business hours. **Desired:** + CFP Designation **Compensation:** Compensation range (base pay): $121,795.00-$207,053.00 _This role… more