- 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 (Houston, TX)
- …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 (Toledo, 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
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …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
- 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
- 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
- KeyBank (Naples, FL)
- …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
- KeyBank (Akron, 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) **Skills** + Ability to build trust by… more
- Thrivent Financial (Auburn, WA)
- …Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( ... compensation. Those candidates at higher range of compensation should have passed CFP (R) exam, have extensive experience, and have plan writing experience. This… more
- Truist (Greensboro, NC)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification… more