- Wells Fargo (Atlanta, GA)
- …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 **Posting End Date:** 31 Oct 2025 **_*Job… more
- Wells Fargo (New York, NY)
- …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
- SpartanNash (Byron Center, MI)
- …Responsible for leading a broad cross functional team (inclusive of new Category Analyst role, financial planner , procurement team, DC sales, pre-sell, pricing, ... space planning, and marketing) throughout the business to deliver P&L results. + Accountable for delivering sales, profits, and market share objectives for assigned categories in our corporate retail stores and independent wholesale business. + Work cross… more
- JPMorgan Chase (Summit, NJ)
- …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 with a broad background in… 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 (Canton, 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 (Salt Lake City, UT)
- …FINRA Series 7 and 66 (or 63 & 65) (required) + 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
- 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
- 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
- University of St. Thomas (Minneapolis, MN)
- …related to the teaching specialty, professional qualifications such as Certified Financial Analyst (CFA) or Certified Financial Planner (CFP), or prior ... experience teaching courses in finance at the undergraduate or graduate levels will be an added advantage. Applicants must demonstrate a strong commitment to excellence in teaching and a willingness to be flexible in class scheduling. How to Apply To be… more