- Truist (Williamsburg, VA)
- …may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect ... of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a focus on business development and… more
- Equitable (Cleveland, OH)
- …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Truist (Atlanta, GA)
- …primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside ... CFA] MBA [or progress towards MBA] Additional Professional Designations such as CFP (R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees… more
- Bank of America (Sewickley, PA)
- …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 ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Robert Half Finance & Accounting (Bedford, NH)
- …Wealth Management team, you will serve as a trusted relationship manager , providing comprehensive financial planning, fiduciary consulting, and business transition ... + Bachelor's degree required; advanced degree and professional certifications such as CFP , CTFA, or CWS strongly preferred. + Minimum 10 years of experience… more
- Bank of America (Honolulu, HI)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (Cape Coral, FL)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained insurance ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Edward Jones (Tempe, AZ)
- …estates and investment management accounts and serves as the primary relationship manager for the accounts they manage. The responsibilities include: + Daily ... Set You Apart:** + Substantial progress toward professional certification, such as CTFA, CFP strongly preferred + Ability to work in team based environment, delegate… more
- KeyBank (Portland, ME)
- …function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client experience is achieved and ... and profitability. + Professional Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal and results driven. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of ... designations and experience approved by the Wealth Planning management team and hiring manager . more