- Charles Schwab (Westlake, TX)
- …work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more ... Three or more years advisory experience required + Five or more years in the financial services industry working directly with clients highly preferred + CFP or… more
- M&T Bank (Burlington, VT)
- …and Experience Preferred:** MBA (Master's degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- M&T Bank (Wilmington, DE)
- …Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more
- Raymond James Financial, Inc. (Denver, CO)
- …rules and regulations as well as prevent potential liability. + Uses financial data and performance indicators to propose and/or assist with establishing control ... Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory...used instead of the 65 + Applicable designation or CFP can be used instead of the 65 or… more
- Deloitte (Morristown, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- US Bank (Scottsdale, AZ)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members… more
- US Bank (Portland, OR)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...critical decisions independently -Professional designation such as CFA or CFP This role is hybrid. Team members who are… more
- Deloitte (Morristown, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Raleigh, NC)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Kansas City, MO)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more