- JPMorgan Chase (Atlanta, GA)
- …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Proactive, takes initiative, ... and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their… more
- JPMorgan Chase (Miami, FL)
- …professional with good business acumen **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA, or CFP preferred + Excellent communication skills ... + Strong analytical and quantitative skills + Ability to multi-task and manage priorities effectively + Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART… more
- Edward Jones (Tempe, AZ)
- …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA , CFA, CPA or working towards designation(s) + Proficiency in ... non-trading applications or coding language (ie Microsoft Suite, Power BI, Tableau, VBA, SQL) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our… more
- CIBC (Boston, MA)
- …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA, CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 6-8 years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
- CIBC (Atlanta, GA)
- …are** + Educational background: 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 portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth… more
- JPMorgan Chase (New York, NY)
- …previous work experience in Private Banking or Financial Services + Bachelor's Degree required; MBA , JD, CFA, or CFP preferred + Proven sales success and strong ... business acumen + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, Skills** +… more
- JPMorgan Chase (Denver, CO)
- …preferred + Five plus years of experience in a leadership position + Bachelor's degree required; MBA , JD, CFA, or CFP preferred + FINRA Series 7, 66, 9, 10 and ... Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts… more
- Aristotle Capital Management (Newport Beach, CA)
- …within 6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in ... financial services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high… more
- Bank of America (Beverly Hills, CA)
- …on a leadership role on the team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus **Skills:** + Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* SIE required provided that an exemption or grandfathering cannot be applied * Required: Series 7 * Preferred: CAIA, CFP , CFA, or MBA ... Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of… more
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