- Edward Jones (St. Louis, MO)
- …management + Progress toward advanced degree or relevant industry designation(s) preferred (eg, MBA , CFP , CFA, ChFC,) + Strong technical aptitude and analytical ... skills **INTERNAL APPLICANTS ONLY:** Current home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though… more
- Tompkins Community Bank (Rochester, NY)
- …and expand referral opportunities. Qualifications + Bachelor's degree required; advanced degree ( MBA , CFP , CTFA, or equivalent) preferred. + Minimum of five ... (5) years of relevant experience required. Progressive experience in wealth management, financial services, or related leadership roles preferred. + Comprehensive knowledge of current wealth management regulations, fiduciary standards, and industry best… 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
- Columbia Bank (Los Angeles, 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 ... to make critical decisions independently. + Professional designation such as JD, MBA , MSF, CFA, or CFP is preferred. + Occasional travel The pay range for this… more
- Robert Half Finance & Accounting (Reston, VA)
- …Four" or large public accounting firm or finance at a large public firm/company. - MBA , CPA, CFP , or CFA qualification will be at an advantage. -Advanced 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 estate… more
- Auburn University (Auburn, AL)
- …+ Driver License, Valid and in State Desired Qualifications **Desired Qualifications** + MBA ,CPA , CFP , JD,CLU + Financial planning, law, accounting, estate ... planning, securities, investment Posting Detail Information **Salary Range** $91,550 - $228,040 **Job Category** Communications/Public Relations/Marketing **Working Hours if Non-Traditional** This role works days, nights, weekends, and involves frequent… more
- Truist (Nashville, TN)
- …and ability to learn proprietary bank platforms and software. Preferred Qualifications: 1. JD, MBA , CPA, CFP 2. 10+ 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
- JPMorgan Chase (New York, NY)
- …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
- T. Rowe Price (Baltimore, MD)
- …may be obtained within first 3 months of hire if not currently held. Preferred: + MBA , CFA, CFP , CIMA + Extensive knowledge of the financial service industry + ... Previous intermediary experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and… more
- Fairleigh Dickinson University (Teaneck, NJ)
- Job Summary: Adjunct instructors to teach in-person (not Zoom) for a new CFP Certificate program slated to start in January at a financial firm. The program is a ... CFP Board registered program. Program consists of seven financial...with relevant professional experience in the field. Alternatively, have MBA or JD with a focus on course teaching,… more