- Truist (Nashville, TN)
- …institution, and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP , CPA, CFA or comparable advanced knowledge course of study. ... 3. Proven superior technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate… more
- Truist (Atlanta, GA)
- …essential functions. 1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP , CPA, CFA or equivalent advanced knowledge course of study. ... 2. Professional work experience with demonstrated competency in financial planning for affluent clients. 3. Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement… more
- Truist (Morgantown, WV)
- …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst ( CFA ), Accredited Asset Management ... Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R) 4. Completion of Leadership Development… more
- Banco Popular Puerto Rico (San Juan, PR)
- …(Certified Investment Management Analyst(R)), CPWA(R) (Certified Private Wealth Advisor), CFA (R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial ... and 65 or 66 + Pertinent state Life/Variable Insurance (LAH) licenses preferred + CFP (R) (Certified Financial Planner(R)), CPA (Certified Public Accountant), CIMA(R)… more
- Umpqua Bank (Phoenix, AZ)
- …estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC , CTFA, CPA, CFA , CWS or AWMA, any one certification, preferred. + ... (Series 7, 66 (or 63 and 65)). Insurance licensed, preferred. + Occasional travel. **Job Location(s):** This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this… more