- Wells Fargo (Boston, MA)
- …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 25% of the time **Pay Range** Reflected is the base pay range… more
- KeyBank (Salt Lake City, UT)
- …with proven results (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) ... (preferred) + Chartered Financial Analyst (CFA) (preferred) + FINRA Series 7 and 66 (or 63 & 65) (required) and + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) **Tactical Skills** + Ability to build… more
- KeyBank (Albany, NY)
- …License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- KeyBank (Dayton, OH)
- …FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD… more
- KeyBank (Denver, CO)
- …FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- Regions Bank (Atlanta, GA)
- …Training in financial and economic markets + Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or ... Certified Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Skilled in applicable computer software programs + Verbal and… more
- KeyBank (Akron, OH)
- …License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Certified Public Accountant (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth… more
- Truist (Laurel, MD)
- …enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management ... Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career development program or banking school. 4. Prior experience in a comparable position at a top… more
- Commerce Bank (Kansas City, MO)
- …or Investment Management experience preferred + Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation preferred ... For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager… more
- Howmet Aerospace (Dover, NJ)
- …SIOP Manager, Production Control Manager, Outplant Manager, Warehouse Supervisor, Production Planner (s), Buyer(s), Supply Chain Analyst (s) Disclaimer The above ... statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so… more