- Regions Bank (Atlanta, GA)
- …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Excellent interpersonal skills + Excellent oral and written communication skills + Leadership skills + Proven out-performance in investment management and client service + Sales and… more
- Regions Bank (Birmingham, AL)
- …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 written… more
- Regions Bank (Coral Gables, FL)
- …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
- Truist (Mclean, VA)
- …background check Preferred Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or ... enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- Columbia Bank (Los Angeles, CA)
- …duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in ... make critical decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel The pay range for this role… more
- Charles Schwab (Westlake, TX)
- …Center and Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP )** + A client-centric focus - keeps clients in ... industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP , etc.) **What's in it for you** At Schwab, you're empowered to… more
- JPMorgan Chase (New York, NY)
- …collaborate, and contribute to a fast-paced agenda. Additional certifications such as CFA , CFP , or CMT are advantageous. **Key Responsibilities:** + Support ... management, or related financial services roles is preferred. + Additional certifications ( CFA , CFP , CMT) are a plus. + Proficiency in data analytics, Excel,… more
- JPMorgan Chase (New York, NY)
- …self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) **QUALIFICATIONS** + 8+ years of ... self-starter mentality + Advanced degree preferred, alongside industry certifications and accreditations ( CFA , CAIA, CFP , etc.) JPMorganChase, one of the oldest… more
- Nuveen Investments (Evanston, IL)
- …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- KeyBank (Chicago, IL)
- …on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA , CFP or Master's Degree * Demonstrated new business accomplishments in ... ultra-high net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and… more