- Charles Schwab (Atlanta, GA)
- …"challenge the status quo" and transform the finance industry together._ As a Branch Manager , you work in the most critical role at the local market level, providing ... **Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA, CIMA, and/or AAMS + Strong leadership, management, and motivational skills… more
- CIBC (Atlanta, GA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth ... Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 15+ years of experience in… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team. In this role, you'll lead a team of Retirement Education Specialists who ... Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner ( CFP ) supported and encouraged for growth and development + Using data analysis… more
- Vanguard (Malvern, PA)
- Join us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in ... or equivalent combination of training and experience required. Graduate degree preferred. CFA/ CFP preferred. + Minimum of five years related work experience. At… more
- Deloitte (Chicago, IL)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Citizens (Chicago, IL)
- Description As the Wealth Operations Group Manager - Performance Reporting you are responsible for overseeing and managing the operations of the Wealth Management ... + Master's degree in Business Administration or related field. + CFA and/or CFP + Familiarity with workflow automation tools, data analytics platforms, and CRM… more
- Commerce Bank (Kansas City, MO)
- …Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner ( CFP ) designation preferred For individuals applying, assigned and/or hired to work ... of the compensation range for some roles. This compensation range is for the Portfolio Manager Associate - CTC job and contemplates a wide range of factors that are… more
- Walmart (Bentonville, AR)
- **Position Summary ** As Senior Manager , Financial Benefits & Wellbeing, you will lead the strategy, design, and execution of Walmart's financial benefit and ... Qualifications** + Advanced degree (MBA or equivalent) or professional certification (CEBS, CFP , or similar). + Experience in large, matrixed organizations or global… more
- Commerce Bank (St. Louis, MO)
- …required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner ( CFP ) designation preferred For this position, Commerce Bank will review your ... compensation range for some roles. This compensation range is for the Team Lead & Manager - Portfolio Management - CTC job and contemplates a wide range of factors… more
- Deloitte (Morristown, NJ)
- …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more