- CIBC (Houston, TX)
- …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP , CFA, JD, CTFA, CPA + 10+ years of experience in wealth ... management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional with a successful track record of business development and relationship management… more
- Truist (Atlanta, GA)
- …field. 2. Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software ... **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific… more
- JPMorgan Chase (New York, NY)
- …qualifications, skills and capabilities:** + Advanced degree or relevant industry designation (ie MBA ; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the ... oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over… more
- CIBC (Milwaukee, WI)
- …+ **Well-credentialed:** A Bachelor's degree is preferred, along with advanced designations such as MBA , CFP , CFA, JD, CTFA, or CPA. **What Success Looks Like** ... + A growing pipeline of high-net-worth individuals, family offices, and institutional clients. + Strong partnerships with internal teams and external referral sources, leading to increased new business. + High client retention and expanded relationships… more
- Thrivent Financial (Minneapolis, MN)
- …in finance, business administration, or a related field; advanced degree or designation (eg, MBA , CFP (R)) preferred. + A minimum of 7 years of experience in ... financial services, with a focus on teaming, succession planning, mergers and acquisitions, or a related field. + A minimum of 3 years of experience coaching and leading teams, with a proven ability to develop talent and drive performance in a high-stakes… more
- Truist (Philadelphia, PA)
- …in Taxation, Masters of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA , or CFP + 15+ Years of fiduciary experience with a focus on ... business development and relationship management **Truist stands for better** Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to… more
- Truist (Charlotte, NC)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP , CFA, CIMA **General Description of Available Benefits for ... Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist… more
- T. Rowe Price (Baltimore, MD)
- …Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales ... + Advanced sales, service, and relationship management skills + Advanced verbal and written communication skills + Outstanding presentation/public speaking skills + Self-directed and willing to travel (50%) + Thorough knowledge of the investment process and… more
- Umpqua Bank (Seattle, WA)
- …perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of ... critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred....such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
- JPMorgan Chase (San Diego County, CA)
- …**Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ... ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is… more
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