- Regions Bank (Indianapolis, IN)
- …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** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
- Truist (Greenville, SC)
- …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
- Umpqua Bank (Greenwood Village, CO)
- …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 ... decisions independently. + Professional designation such as JD, MBA, MSF, CFA , or CFP is preferred. + Occasional travel **Job Location(s):** This posting is… more
- Truist (Greenwich, CT)
- …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
- TIAA (Andover, MA)
- …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
- JPMorgan Chase (Washington, DC)
- …Proactive, takes initiative, and uses critical thinking to solve problems + MBA, JD, CFA , or CFP preferred + Dynamic and credible professional who communicates ... with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and… more
- Principal Financial Group (Des Moines, IA)
- …financial services; preferably within the pension, trust, annuities and/or custody space. + CFA , CFP , or an actuarial pedigree **strongly preferred** + Strong ... ambitious attitude with a strong execution arm + Must be a strategic problem solver and have strong presentation, verbal, and written communication skills. + Validated formal leadership skills: empower and develop others + Ability to influence key partners +… more
- First Horizon Bank (Plano, TX)
- …experience and works tirelessly on the client's behalf **PREFERRED QUALIFICATIONS** + MBA, JD, CFA , or CFP preferred + Series 7, 66 and Insurance licenses ... preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a… more
- US Bank (Fort Lauderdale, FL)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible ... schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or… more
- Fifth Third Bank, NA (Charleston, SC)
- …preferred; successful candidates are likely to have an advanced degree, such as a CFA , CFP , MBA. + 8+ years of clearly defined investment management experience ... focused on structuring portfolios that couple the firm's investment approach with client goals. + Candidate should have excellent investment acumen, including sophisticated investments knowledge. + Significant sales and client retention experience + Experience… more