- Regions Bank (Tampa, FL)
- …authorized to practice law on behalf of Regions Bank + Master of Laws (LLM) + Certified Public Accountant ( CPA ) **Skills and Competencies** + Excellent ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences**… more
- Regions Bank (Mobile, AL)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- Regions Bank (Hoover, AL)
- …law on behalf of Regions Bank + Or Master of Business Administration (MBA) + Or Certified Public Accountant ( CPA ), Certified Trust and Fiduciary ... Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary (AIF) and four (4)...degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA… more
- Fifth Third Bank, NA (Toledo, OH)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- M&T Bank (Buffalo, NY)
- …degree in Business Administration) + CFP ( Certified Financial Planner) and/or CPA ( Certified Public Accountant ) certification + Strong background ... in institutional lending, derivatives, and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144 restricted stock knowledge + Knowledge of capital markets and macro interest rate environment + Knowledge of account… more
- Insight Global (Austin, TX)
- …* Certified Corporate FP&A Professional * Certified Public Accountant ( CPA ) * Certified Financial Planner- CFP Board Master's Degree ... This role provides strategic analytical support to operating group leadership and the Corporate Finance team, with a focus on revenue, premium tracking, and budget management for producer business partners. The individual is responsible for management… more
- KeyBank (Canton, OH)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to… more
- KeyBank (Salt Lake City, UT)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CSW) (preferred) **Tactical Skills** + Ability to build… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Insurance (LAH) licenses preferred + CFP (R) ( Certified Financial Planner(R)), CPA ( Certified Public Accountant ), CIMA(R) ( Certified ... Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation preferred. Experience Ten (10) years of experience in investments Previous experience… more
- Regions Bank (Knoxville, TN)
- …of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience + Or Certified Public Accountant ( CPA ), Certified Trust ... and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate/Tax… more
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