- Coldstream Wealth Management (Seattle, WA)
- …topics + Provide wealth planning services to clients, including income tax, estate , wealth transfer, cash flow, retirement, and Social Security planning + Conduct ... field + CPA designation and a desire to add PFS (through AICPA) or CFP financial planning designation + 5+ years of experience in accounting, including some public… more
- Kestra Financial (Avon, CT)
- …+ Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies. + Stay updated on market trends, financial products, and ... years of experience in financial planning or a related advisory role. + CFP certification or in progress is preferred. + Strong analytical and problem-solving skills… more
- Raymond James Financial, Inc. (Naples, FL)
- …comprehensive financial plans. + Research and analyze investment, tax, retirement, and estate planning strategies. + Prepare client meeting materials and follow up ... Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) + CFP (R) designation (or progress toward) strongly preferred. **Work Experience** + 3+… more
- Citigroup (New York, NY)
- …services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO team is comprised ... Bachelor's Degree required / Master's Degree preferred + CIMA, CFA or CFP (R) designation or candidate preferred **Job Family Group:** Private Client Product Services… more
- Truist (Nashville, TN)
- …planning topics. + Independently identify opportunities to refer clients for Estate and Financial planning that works in conjunction with goal-based planning ... Office products Preferred Qualifications: + Certified Financial Planner Designation ( CFP ); CFA **General Description of Available Benefits for Eligible Employees… more
- Commerce Bank (Kansas City, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your… more
- Commerce Bank (Kansas City, MO)
- …a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust ... required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your… more
- New York University (New York, NY)
- …We prepare students for in-demand jobs in fields including real estate , hospitality and tourism; global affairs; global sports management; publishing; marketing ... will have: * Master's degree in financial planning (preferred) or a related discipline * CFP (R) certification * A minimum of 5 years of work experience in the field… more
- City National Bank (Beverly Hills, CA)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more
- Truist (Atlanta, GA)
- …At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or equivalent advanced knowledge course of study. 2. Professional work experience ... investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10… more