- T. Rowe Price (Baltimore, MD)
- …and service excellence. + FINRA Series 7, 63 and/or 6. Preferred: + CFA, CAIA, CFP , and/or MBA highly desired. FINRA Requirements FINRA licenses are required and ... will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $182,000.00 - $330,000.00 for the location of: Maryland,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.* Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements** 50-75% ... + Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective… more
- Matter Family Office (Dallas, TX)
- …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
- Charles Schwab (Red Bank, NJ)
- …management - financial planning and investment planning **Preferred Qualifications** + CFP (R) designation or MBA equivalent. + Understanding of traditional ... investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry… more
- Bank of America (Houston, TX)
- …if willing to obtain licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + 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
- Bank of America (Dallas, TX)
- …considered if willing to obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a ... significant plus Skills Used in this Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions… more
- Charles Schwab (Portland, OR)
- …tools such as Salesforce & Tableau + CFA and/or CIMA desirable but not required. + CFP (R) designation or MBA desirable but not required. **What's in it for you** ... At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach… more
- JPMorgan Chase (Summit, NJ)
- …Affluent/High Net Worth solutions, and retirement strategies + Bachelor's degree required; MBA , JD, Certified Financial Planner ( CFP ), and/or Chartered Financial ... Analyst (CFA) professional designations strongly preferred + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven ability to create business results… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements** 50-75% ... * Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm. * Provides face-to-face support in a specific territory to financial advisors and their clients… more
- Zions Bancorporation (Las Vegas, NV)
- …+ Bachelor's degree in Finance, Economics, Financial Planning or a related field. + CFP , CPA, JD, or MBA preferred. + Advanced knowledge as a generalist ... or specialist of financial analysis, investments, tax and estate planning practices, principles, applications and methods. + Strong analytical and problem-solving skills. + Excellent communication and interpersonal skills. + Proficiency in financial planning… more