- City National Bank (Chicago, IL)
- …* 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
- Fifth Third Bank, NA (Skokie, IL)
- …to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One ... work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required… more
- Bank of America (San Jose, CA)
- …and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax ... and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one firm approved designation +… 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
- First National Bank of Omaha (Omaha, NE)
- …in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning. Previous successful business development activities ... & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation… more
- Truist (Cleveland, OH)
- …to execute on various corporate initiatives (ie Purpose/Culture activities, real estate consolidations, etc.) and use data (pulse survey results, Human Capital ... Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an established management or career… 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 (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
- Robert Half Finance & Accounting (Houston, TX)
- …to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... * Bachelor's degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of… 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