- The City of Rochester, MN (Rochester, MN)
- …experience with large enterprise resource planning (ERP) systems, preferably JD Edwards. Certifications Certified Public Accountant ( CPA ), Certified ... do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA...(CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified… more
- Commerce Bank (Wichita, KS)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... on trust, wealth management or financial planning preferred + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Truist (Philadelphia, PA)
- …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...to travel, occasionally overnight **Preferred Qualifications:** * MBA, JD, CPA , CFA or CFP * 5 years… more
- Fifth Third Bank, NA (Cincinnati, 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
- KeyBank (Pepper Pike, 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
- Regions Bank (Atlanta, GA)
- …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
- KeyBank (Pepper Pike, OH)
- …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 (CWS) (preferred) **Tactical Skills** + Ability to build… more
- M&T Bank (Wilmington, DE)
- … Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) certification **Physical Requirements:** \#LI-LA1 \#Wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The… more
- Truist (Charlottesville, VA)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... established management or career development program or banking school. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more… more
- Truist (Dallas, TX)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... established management or career development program or banking school. 4. Prior experience in a comparable position at a top ten financial services company. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:**… more
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