- Charles Schwab (Chicago, IL)
- …a bias for action and innovation + Bachelor's degree required **Preferred Experience:** + MBA , CFA, CFP , or other advanced credentials strongly preferred + High ... degree of comfort dealing with ambiguity in a dynamic and fast paced work environment + Demonstrated ability to influence and drive outcomes in a highly matrixed organization + Excellent writing and storytelling skills, particularly when crafting materials for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …seven (7) to ten (10) years of personal trust administration experience ~or~ * JD, MBA , CTFA, CFP or CPA and four (4) years personal trust administration ... experience ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. more
- BlackRock (San Francisco, CA)
- …3 years of Wealth Management sales leadership experience preferred + Bachelor's degree required ( MBA , CIMA, CFP , CRPS, ARPC a plus) + 5+ years relevant financial ... services experience preferred + Series 7 and 66 required + Series 24 required or must be obtained within licensing time frame after hire + Leadership experience with proven ability to motivate team members in a sales capacity + Ability to multitask and work… more
- Neuberger Berman (New York, NY)
- …and 66 licenses (required within the first 180 days). + Additional certifications such as MBA , CFA, CFP , or CIMA are beneficial but not required. + Proficiency ... with Microsoft Office and prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management, financial products, and services. + Exceptional written and verbal communication skills, with strong interpersonal and client… more
- T. Rowe Price (Colorado Springs, CO)
- …may be obtained within first 3 months of hire if not currently held. Preferred: + MBA , CFA, CFP , CIMA + Extensive knowledge of the financial service industry + ... Previous intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and… more
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public company. - MBA , CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft ... Excel experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real… more
- CIBC (Birmingham, MI)
- …+ **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 (Charlotte, NC)
- …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
- First Horizon Bank (Chattanooga, TN)
- …on the client experience and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA , JD, CFA, or CFP preferred + Series 7, 66 and Insurance ... licenses 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… 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