- Charles Schwab (Westlake, TX)
- …with MS Excel and PPT Additional 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, including 7+ years of sales leadership experience . Typical travel is… more
- The City of Rochester, MN (Rochester, MN)
- …Qualifications + Masters in Accounting (MA), Master of Business Administration ( MBA ) or other related degree. + Certified Public Accountant (CPA), Certified ... Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified Internal Auditor (CIA) + Enrolled Agent (EA) + Certified… more
- First National Bank of Omaha (Overland Park, KS)
- …to win and retain complex client relationships * Bachelor's degree required; MBA or advanced planning credentials preferred * Licenses: FINRA Series 65/66 required ... * Advanced designations desired: CFP (R), CFA(R), CTFA(R), CIMA(R), CPA(R), CEPA Candidates must possess unrestricted work authorization and not require future… more
- Regions Bank (Little Rock, AR)
- …of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration ( MBA ) or Master of Taxation) + Professional Certification(s) to include Certified ... Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified… more
- University of Southern California (Los Angeles, CA)
- …crucial conversations when appropriate with key stakeholders Preferred Qualifications: + Pref MBA Master's Degree in Business Management or related field. + Pref ... methodologies. + Pref Healthcare Facilities Certifications (eg CHPM, PE, PMP, CFP , LEED AP) Required Licenses/Certifications: + Req Fire Life Safety Training… more
- Wells Fargo (Boston, MA)
- …with U/HNW clients + Advance degrees and/or professional designations/licenses, such as JD, MBA , MS in Taxation, or CPA, Certified Financial Planner ( CFP ), ... and/or Chartered Financial Analyst (CFA) strongly preferred + Deep experience with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to… more
- Thrivent Financial (Minneapolis, MN)
- …written communication skills, including presentation development and delivery . Preferred: + MBA + Financial services advanced designation preferred - ( ie . ChFC ... , CFP , CAIA) Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with… more
- University of Colorado (Denver, CO)
- …other Business School in Colorado, with 14 Undergraduate Majors, 5 Industry Programs, 5 MBA Options, 3 Centers of Excellence, and 10 Master of Science Programs. We ... teaching multiple finance courses. + Professional designations such as CFA AND CFP are preferred. **Knowledge, Skills, & Abilities** + Knowledge and proficiency in… more
- Regions Bank (Houston, TX)
- …of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration ( MBA ) or Master of Taxation) + Professional Certification(s) to include Certified ... Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified… more
- City National Bank (New York, NY)
- …licenses, CIMA or Cannon Certified Wealth Strategist designation preferred. * MBA preferred * In depth management/leadership experience * Extensive experience in ... * Excellent business development and relationship management skills * May possess CFP and JD/LLM., State Insurance licenses, CIMA or Cannon Certified Wealth… more