- The Salvation Army (Portland, ME)
- …competing with TSAE efforts. + Fully utilize and curate annual divisional Estate and Charitable Gift Planning Institute (ECGPI) to cultivate allied professionals and ... driver's license that meets The Salvation Army insurance requirements + CAP, CFP , CFRE or other fundraising and/or gift planning credential preferred. + Knowledge… more
- KeyBank (Cleveland, OH)
- …experience * Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal and communications skills ... ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high… more
- JPMorgan Chase (New York, NY)
- …Private Banking or Financial Services + Bachelor's Degree required; MBA, JD, CFA, or CFP preferred + Proven sales success and strong business acumen + Experience or ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- PNC (Erie, PA)
- …Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or ... Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments **Competencies** Account Management,… more
- First National Bank of Omaha (Overland Park, KS)
- …relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions + ... * 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… more
- Robert Half Finance & Accounting (Reston, VA)
- …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. - ... with senior management is a plus. -Previous experience in manufacturing or real estate business is considered an advantage. Take this opportunity to join us and… more
- 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
- Charles Schwab (Tysons Corner, VA)
- …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
- JPMorgan Chase (Denver, CO)
- …of experience in a leadership position + Bachelor's degree required; MBA, JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and Insurance licenses required for ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- Bank of America (Sewickley, PA)
- …and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax ... other requirements governed by the US Securities and Exchange Commission ("SEC") + CFP (R) or CPWA(R) designation preferred or obtain and/or maintain at least one… more