- Charles Schwab (Lone Tree, CO)
- …Series 7 license + _(May be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified ... services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client...presentation skills, attention to detail **In addition to the salary range, this role is also eligible for… more
- Charles Schwab (Coral Gables, FL)
- …will value your contributions and champion your growth, this may be the opportunity for you. **Base Salary Range: $100,000-$166,800** **In addition to the ... salary range, this role is also eligible for bonus or incentive opportunities.** **What you have** **Required...Series 66 (or equivalent Series 63 AND 65 OR CFP ) license(s) required + Active and valid Series 9/10… more
- SMBC (New York, NY)
- …Mitsui Brasileiro SA, and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $80,000.00 and $130,000.00. The ... specific salary offered to an applicant will be based on...current compensation paid in their geography and the market for similar roles at the time of hire. The… more
- Aegon Asset Management (GA)
- …on what a successful candidate might be paid in certain Company locations.** The Salary for this position generally ranges between $66,000 - $80,000 annually. ... CFP ) Working Conditions: + Remote environment. + Onsite for client location as needed. **Please note that the...an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts,… more
- Charles Schwab (Westlake, TX)
- …achieve positive client outcomes and achieve professional career aspirations. In addition to the salary range, this role is also eligible for bonus or incentive ... in the importance of in-office collaboration and fully intend for the selected candidate for this role...Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. + Partner with… more
- City National Bank (New York, NY)
- …license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?* *Compensation* Starting base salary : $120,000-$130,000 per year. This role ... (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Truist (Chicago, IL)
- …instill confidence, and build deeper levels of trust with our clients. The base salary for this position ranges from $175,000 to $275,000. **General Description ... the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth...+ Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA, JD or MBA… more
- Charles Schwab (Indianapolis, IN)
- …+ Minimum of 2 years supervisory experience strongly preferred **In addition to the salary range, this role is also eligible for bonus or incentive ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days ... in office) Salary : $120-190k+ DOE + bonus + benefits We're excited...experience + Series 65 + 5+ years experience working for a wealth management or RIA firm with financial… more
- University of Colorado (Denver, CO)
- …Please be advised that this position is not eligible now or in the future for visa sponsorship. ** Salary and Benefits** The salary range (or hiring ... finance courses. + Professional designations such as CFA AND CFP are preferred. **Knowledge, Skills, & Abilities** + Knowledge...at $5,535 to $6,000 depending upon course level. The salary of the finalist(s) selected for this… more