- Truist (Raleigh, NC)
- …in Taxation, Masters of Taxation, CPWA, CIMA 2. Advanced degree or designations such as JD, MBA , or CFP 3. 15+ Years of fiduciary experience with a focus on ... business development and relationship management **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… more
- CIBC (Houston, TX)
- …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP , CFA, JD, CTFA, CPA + 10+ years of experience in wealth ... management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic sales professional with a successful track record of business development and relationship management… more
- JPMorgan Chase (New York, NY)
- …qualifications, skills and capabilities:** + Advanced degree or relevant industry designation (ie MBA ; CFP (R), CRPC(R)) is a plus. JPMorganChase, one of the ... oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans over… more
- CIBC (Milwaukee, WI)
- …+ **Well-credentialed:** A Bachelor's degree is preferred, along with advanced designations such as MBA , CFP , CFA, JD, CTFA, or CPA. **What Success Looks Like** ... + A growing pipeline of high-net-worth individuals, family offices, and institutional clients. + Strong partnerships with internal teams and external referral sources, leading to increased new business. + High client retention and expanded relationships… 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
- Umpqua Bank (Sacramento, CA)
- …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
- US Bank (Charlotte, NC)
- …10 or more years of experience with ultra high net worth clients + MBA , JD, CFP , CFA, or CPA **Preferred Skills/Experience** + Well-developed leadership ... abilities and strategic management skills + Thorough knowledge of division and relation to industry + Strong verbal and written communication skills + Well-developed analytical, decision-making and problem-solving skills + Considerable tact, diplomacy and… more
- JPMorgan Chase (Palm Beach, FL)
- …behavior. **Preferred qualifications, capabilities, and skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. Chase is a leading ... financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …seven (7) to ten (10) years of personal trust administration experience ~or~ * JD, MBA , CTFA, CFP or CPA and four (4) years personal trust administration ... experience ~or~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. more