- Truist (Orlando, FL)
- …Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). Deposit/general banking knowledge to effectively ... coordinate the delivery of a wide variety of bank products Intermediate or advanced PC skills including standard Microsoft Office products and database applications. **General Description of Available Benefits for Eligible Employees of Truist Financial… more
- Truist (Philadelphia, PA)
- …in Taxation, Masters of Taxation, CPWA, CIMA + Advanced degree or designations such as JD, MBA , or CFP + 15+ Years of fiduciary experience with a focus on ... business development and relationship management **Truist stands for better** Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to… more
- Truist (Charlotte, NC)
- …degree in business, accounting, or related field. **Preferred Qualifications** **:** + MBA , CFP , CFA, CIMA **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 per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist… more
- T. Rowe Price (Baltimore, MD)
- …Sales a must. + FINRA Series 7 and Series 63 Preferred: + CIMA + MBA + CFP + CFA + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales ... + Advanced sales, service, and relationship management skills + Advanced verbal and written communication skills + Outstanding presentation/public speaking skills + Self-directed and willing to travel (50%) + Thorough knowledge of the investment process and… more
- Truist (Atlanta, GA)
- …field. 2. Working towards or possess an advanced degree or certification (eg JD, MBA , CFP , CPA, or CTFA). 3. Experience working with Trust Financial Software ... **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 per week are eligible for benefits, though eligibility for specific… more
- Umpqua Bank (Greenwood Village, CO)
- …perform other duties as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of ... critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred....such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
- Charles Schwab (Chicago, IL)
- …a bias for action and innovation + Bachelor's degree required **Preferred Experience:** + MBA , CFA, CFP , or other advanced credentials strongly preferred + High ... degree of comfort dealing with ambiguity in a dynamic and fast paced work environment + Demonstrated ability to influence and drive outcomes in a highly matrixed organization + Excellent writing and storytelling skills, particularly when crafting materials for… more
- BlackRock (San Francisco, CA)
- …3 years of Wealth Management sales leadership experience preferred + Bachelor's degree required ( MBA , CIMA, CFP , CRPS, ARPC a plus) + 5+ years relevant financial ... services experience preferred + Series 7 and 66 required + Series 24 required or must be obtained within licensing time frame after hire + Leadership experience with proven ability to motivate team members in a sales capacity + Ability to multitask and work… more
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public company. - MBA , CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft ... Excel experience. - Strategic thinker with the ability to persuade. - Open to traveling approximately 15% of the time during the 1st rotation. - Proven experience in interacting with senior management is a plus. -Previous experience in manufacturing or real… more
- US Bank (Minneapolis, MN)
- …leading + Prefer advanced expertise that is directly relevant to UHNW clients (JD, LLM, CPA, MBA , CFA, CFP , CAIA, etc.), or a track record of working with these ... types of professional resources. + Wealth management experience in the areas of investments, banking, fiduciary services and/or finance. + Currently reside in the local area or have significant relevant experience and relationships in the region + Industry… more
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