- University of Colorado (Denver, CO)
- …teaching multiple finance courses. + Professional designations such as CFA AND CFP are preferred. **Knowledge, Skills, & Abilities** + Knowledge and proficiency in ... should be directed to Tanner Hivner, HR & Payroll Manager , at ### or by email at ###@ucdenver.edu (https://apptrkr.com/get\_redirect.php?id=6182835&targetURL=###@ucdenver.edu)… more
- Coldstream Wealth Management (Kenai, AK)
- …in our CRM + Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner + ... post-meeting action items + Wealth Planning: Assisting the Wealth Manager in creating financial plans + Client Onboarding: Overseeing...the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's… more
- Bank of America (Marietta, GA)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... 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 (Myrtle Beach, SC)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... 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
- JPMorgan Chase (Los Angeles, CA)
- …and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent) ... with market leaders & practice partners without daily contact with one's direct manager + Ability to comfortably use numbers to provide guidance to clients in… more
- Bank of America (Indianapolis, IN)
- …+ 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
- Bank of America (Tampa, FL)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... 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 (Hyattsville, MD)
- …+ 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
- M&T Bank (Wilmington, DE)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and ... wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more
- JPMorgan Chase (Boston, MA)
- …**Required qualifications, capabilities, and skills:** + 4-year college degree and either CFP , CPA, JD or LLM + Self-starter with natural curiosity for individual ... individual who can work closely with Advisors without daily contact with a direct manager + Strong presentation skills in one on one and group meetings + Experience… more