- 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
- City National Bank (New York, NY)
- …a risk adjusted revenue book of up to $2million. * Usually possesses a BA or MBA and typically has 8 years of financial services experience. * May possess CFP , ... JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact… 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
- 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 (Fort Collins, CO)
- …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 Salary Range - $200,000 - $275,000 Candidates must possess unrestricted work… 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
- 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
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