- 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
- 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
- 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
- Walmart (Bentonville, AR)
- …into actionable insights for diverse audiences. **Preferred Qualifications** + Advanced degree ( MBA or equivalent) or professional certification (CEBS, CFP , or ... similar). + Experience in large, matrixed organizations or global enterprises. + Knowledge of data analytics tools and emerging HR technologies supporting financial wellbeing. _The above information has been designed to indicate the general nature and level of… more
- Truist (Charlotte, NC)
- …Five years of product management or sales experience 3. Advanced degree (eg, MBA ) and relevant professional designations (eg, CFP ) 4. Technology/software product ... 5. Experience with processes and tools supporting Agile methodologies 6. CFP /CFA 7. Experience with eMoney or MoneyGuide Wealth Studios **General Description… more
- Truist (Washington, DC)
- …(CFA) certification [or progress towards CFA] MBA [or progress towards MBA ] Additional Professional Designations such as CFP (R), CIMA, CAIA The annual ... base salary for this position is $95,000 - $105,000 **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… more
- M&T Bank (Wilmington, DE)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The… more
- M&T Bank (Wilmington, DE)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $139,700.00 - $232,900.00 Annual (USD). The… more
- Truist (Mclean, VA)
- …Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA and ... CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking School)… more
- City National Bank (West Hollywood, CA)
- …* May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon ... Series 7 and 63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base… more