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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Investment Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant.
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Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. (Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role.
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Position Overview: We are seeking a highly skilled and dedicated Chartered Financial Analyst (CFA) to join our investment management team. Compensation: Compensation for a Chartered Financial Analyst (CFA) typically includes a base salary ranging from $80,000 to $150,000 per year, depending on experience, qualifications, and the size of the organization.
$80,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) or Series 65 (S65) would be considered.
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Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
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Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired. In this role, you will manage a team of external wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products.
$135,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) is preferred. Lead and manage the Financial Planning & Analysis (FP&A) team, providing guidance, mentorship, and performance management for team.
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What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions, and financial advisors for over four decades.
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You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers including Nuveen, Blackstone/GSO, World Gold Council, DoubleLine Capital, MSCI, and S&P.
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An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analysts (CAIA) may receive a 5% monthly base pay differential.
$10,000 - $15,000 a monthFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license. 10+ years of experience managing a Financial Planning & Analysis (FP&A) function. At least 4 years of experience managing a Financial Planning & Analysis (FP&A) function.
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A BS degree in Engineering, Business Administration, Finance, Economics, Accounting, Banking, or equivalent, with an MBA or its equivalent; and a professional certification such as Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Project Management Professional (PMP) certification.
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marketing chartered financial analyst jobs Company: Us Bank
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