- Regions Bank (Ocala, 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 (Charlotte, NC)
- …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 (Bellevue, WA)
- …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
- TIAA (Palo Alto, CA)
- …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
- Fifth Third Bank, NA (El Segundo, CA)
- …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
- JPMorgan Chase (New York, NY)
- …on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP 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 disciplined and organized approach throughout their business +… more
- US Bank (Las Vegas, NV)
- …presentation, interpersonal, verbal and written communication skills - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members ... who are in a hybrid role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or… more
- TIAA (Denver, CO)
- …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change ... Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End… more
- US Bank (Minneapolis, MN)
- …critical decisions independently and act as a business owner + Professional designation such as CFA or CFP is preferred If there's anything we can do to ... accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to… more
- First Horizon Bank (Birmingham, AL)
- …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
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