- JPMorgan Chase (Detroit, MI)
- …relationships by hosting and participating in Community Events, with your Community Manager . Be involved in local community volunteer leadership groups (VLGs) and ... **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT… more
- Bank of America (Dallas, TX)
- …within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in this Role: * ... 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
- Equitable (Woodbridge, NJ)
- …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
- Equitable (Kansas City, KS)
- …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
- City National Bank (Los Angeles, CA)
- …relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and ... MBA and typically has 8 years of financial services experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7… more
- JPMorgan Chase (San Francisco, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 7 plus years of practice as a trusts & estates lawyer, tax ... who can work closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group meetings + Experience and… more
- UMB Bank (Dubuque, IA)
- …Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth strategy that ... points if:** + You possess an advanced degree or professional certification such as CFP or CFA. + You have demonstrated experience with a wide range of client… more
- City National Bank (New York, NY)
- …and champion change. * Create synergies and solutions. * Act as a talent manager and achieve results through people. * Communicate and influences effectively * Can ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more
- Equitable (Cincinnati, OH)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** * Client Engagement: Build and ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Coldstream Wealth Management (Portland, OR)
- …directives + Client Meetings: Participating in client meetings alongside the Wealth Manager and presenting ideas and concepts in an organized and effective manner ... + Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them within 12-18 months (at Coldstream's expense) +… more