- Robert Half Finance & Accounting (Mill Valley, CA)
- …investment advisory services + Develop and adjust plans covering retirement, tax, estate , investment, and risk management + Mentor associate advisors and foster a ... in financial planning, wealth management, or investment advisory Certifications + CFP (R) designation required + Series 65 or equivalent licensing required Skills… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …& Wealth Management + Develop and execute financial plans covering retirement, tax, estate , investment, and risk management + Regularly review and adjust plans and ... in financial planning, wealth management, or investment advisory Certifications + CFP (R) designation required Skills & Attributes + Strong foundation in financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …engaging environment. Responsibilities + Prepare financial analyses covering retirement, estate , education, and equity compensation. + Conduct risk and performance ... RIA experience preferred. + Familiarity with eMoney or similar tools; + CFP (R) highly valued. + Strong communication, attention to detail, and client-focused… more
- JPMorgan Chase (Tulsa, OK)
- …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
- HUB International (Scottsdale, AZ)
- …on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management. + Develop, ... FINRA 66 or 65 securities registration required + Certified Financial Planner ( CFP ) designation preferred + Experience working with account custodians such as… more
- JPMorgan Chase (Miami, FL)
- …portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities **Required Qualifications, ... acumen **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Excellent communication skills + Strong analytical and quantitative… more
- Comerica (Farmington Hills, MI)
- …Position Qualifications: + High School/GED + 2 years of experience in Trust & Estate + 2 years of client service expectations in a financial services field Preferred ... Education: Bachelor's degree from an accredited university + Licenses/Certifications: JD, CTFA, CFP , AWMA, CHFC About Comerica We know our employees are critical to… more
- Zions Bancorporation (St. George, UT)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more
- Comerica (Dallas, TX)
- …an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk ... and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About Comerica We know our employees are critical… more
- Robert Half Finance & Accounting (Reston, VA)
- …public accounting firm or finance at a large public company. - MBA, CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft 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