- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- KeyBank (Boston, MA)
- …+ FINRA Series 7 and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- KeyBank (Syracuse, NY)
- …+ FINRA Series 7 and 66 (or 63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Truist (Charlottesville, VA)
- …Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), ... producer targets. 2. Personally establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal … more
- Texas Tech University (TX)
- …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... CFR Director **Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human Sciences at Texas… more
- Aegon Asset Management (GA)
- …to quickly learn new systems /technology. Preferred Qualifications: + Certified Financial Planner (CFP) Working Conditions: + Remote environment. + Onsite ... than a century ago, we were among the first financial services companies in America to serve everyday people...United in our purpose, we help people create the financial freedom to live life on their terms. What… more
- UMB Bank (Kansas City, MO)
- …the center of every action. The Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...ability to attain within 90 days. + You are systems thinking and complex problem solving. + You are… more
- CIBC (Chicago, IL)
- …with exposure to client relationship management, and must hold a **Certified Financial Planner (CFP)** designation. + **Investment-savvy:** Have a strong ... office, you'll support a Senior Relationship Manager in delivering financial planning and exceptional service to high-net-worth and ultra-high-net-worth clients.… more
- UMB Bank (Scottsdale, AZ)
- …center of every action. The Sr. Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service ... manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We...ability to attain within 90 days. + You have systems thinking and complex problem solving skills. + You… more
- City National Bank (New York, NY)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment * CEPA - Certified Exit ... strategies; business exit planning ; * Demonstrate expertise in the use of financial modeling systems such as eMoney, NumberCruncher , or the like * Stay current… more