- IDEX (Brenham, TX)
- …where you can make an impact. With interesting opportunities in engineering, marketing, sales , supply chain, operations, HR, finance, and more across more than 40 ... strategies + **Operational Support** + Partner with operations and sales teams to support business decisions + Evaluate capital...+ Bachelor's degree in Accounting, Finance, or related field ( CPA or CMA preferred) + 5+ years of experience… more
- Bank of America (Richmond, VA)
- …days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in ... proactively asks for and closes business + Solutions oriented; sales and financial aptitude a must + Must be...Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline management + Active Listening + Collaboration… more
- Bank of America (West Hartford, CT)
- …days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline management * Active Listening * Collaboration… more
- Comerica (Dallas, TX)
- …+ Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA , JD , or MBA About Comerica We know our employees are critical to our overall ... Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated ability… more
- Amazon (Seattle, WA)
- …Key job responsibilities - Partner with Amazon EC2 product and sales management leadership team to develop a strategic roadmap for pricing ... partners across the AWS organization, including product managers, engineering leaders, sales and business development leadership, internal AWS and Amazon retail… more
- Atria Wealth Solutions (King, NC)
- …+ North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD , CPA or similar designation currently held of actively pursuing strongly ... goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives. + Represent the firm in… more
- TIAA (New York, NY)
- …of corporate tax practice experience + University degree - BA or BS + Master's or JD degree + CPA license + Insurance and asset management knowledge + Previous ... to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). **Company Overview**… more
- Bank of America (Las Vegas, NV)
- …within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability… more
- Insight Global (Fort Worth, TX)
- …Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP, ChFC, CPA -PFS, JD A - Deep knowledge of financial planning processes, tools, ... Income Certified Professional) and EA (Enrolled Agent) designations - Sales and Client Meeting Experience - Understanding of military pay and benefits… more
- City National Bank (Houston, TX)
- …to obtain within 18 months of employment *Additional Qualifications* * Advanced Degree ( JD or CPA or Masters in Tax/Accounting/Business) helpful * Ability to ... of legislative and tax changes. * Participate in the sales process to grow revenue by calling on prospective...within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain… more