- 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 (New York, NY)
- …(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
- University of St. Thomas (Minneapolis, MN)
- …areas. The College offers a diverse portfolio of offerings, including undergraduate, MBA , and specialized graduate business programs. More information about the Opus ... in business or finance, or a discipline related to the teaching specialty ( MBA , MS) and significant relevant industry experience. A PhD or equivalent in finance… more
- First National Bank of Omaha (Omaha, NE)
- …Accident & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA, CWS, CTFA, CFM or MBA , JD or ability to earn ... **The Ideal Candidate for This Role:** **Minimum Qualifications:** Bachelor's degree required, MBA helpful, plus 10+ years of experience in the Wealth Management… more
- Charles Schwab (Chicago, IL)
- …+ Superior skills with MS Excel and PPT **Requirements for role:** + BA/BS required, MBA a plus + FINRA Series 7 and 66 required + Industry certifications (CIMA/ ... CFP /CFA/CWS) preferred + Must have a minimum of 10-15 years in the financial services industry + Must have 7+ years of sales leadership experience + Typical travel is… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …+ Master's degree in finance, economics, or a closely related field (eg, MBA ), plus an acceptable professional designation, OR doctoral degree in finance, economics, ... Financial Analyst (CFA), Chartered Market Technician (CMT), Certified Financial Planner ( CFP ), and Certified Public Accountant (CPA). + ABDs will be considered.… more