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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.
$110,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's Degree or equivalent Minimum 2 years of experience working for a financial institution Minimum 3 years of experience in a financial management role Skills and Knowledge A CFA, CPA, or MBA is highly desirable.
$156,880 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Professional designations such as CFP, CTFA, CFA, CIMA, JD are strongly preferred. Professional designations such as CFP, CTFA, CFA, CIMA, JD are strongly preferred. The Wealth Strategist / Client Development Sales Director is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities.
$220,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Advanced degree such as Masters of Tax, JD, and/or LLM.
$144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Professional certifications such as Certified Commercial Underwriter (e.g., CCU, CCUP) or Chartered Financial Analyst (CFA) are a plus. 10+ years' experience at a commercial lending institution - in loan workout, or related areas within the banking industry.
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MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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Advanced/Master's degree or professional certificate (CFA, CFP, MBA): desired. With offices in Los Angeles, Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide.
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You have a bachelor's degree in a relevant field of study; CFA certification is a plus. You're well-versed in Microsoft Excel and Bloomberg; familiarity with VBA, Aladdin, Perform, and Python is a plus.
$176,354 a yearFull-timeExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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CFP designation or CFA designation required. By applying, you consent to your information being transmitted by Jobcase to the Employer, as data controller, through the Employers data processor SonicJobs.
$145,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Graduate degree (CFA, CPA, MBA). At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research, or investment banking.
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CFP® designation or CFA® designation required Bachelor’s degree Active and valid FINRA Series 7 license Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) Five or more years of advisory experience.
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Skills & Experience:Bachelor’s degree, CFA is an asset, an MBA and/or degree in Finance, Accounting, or Economics preferred but not required. Knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing.
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CPA, CFA and/or CIPM is a plus. CPA, CFA and/or CIPM is a plus. Geneva accounting experience, Bloomberg, and FactSet. Experience utilizing SQL and data visualization tools (e.g., Power BI) to create standardized reports or dashboards is beneficial.
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CFA, FRM, or other relevant professional certifications. Experience with algorithmic trading and quantitative strategies. CFA, FRM, or other relevant professional certifications. MGA Entertainment, a leading innovator and creator of children's toys and entertainment products, is seeking a highly skilled and experienced Stock and Option Trader.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Series 63 Series 65 Series 66 Series 6 Series 7 CFP CFA None What is your ZIP Code? Series 63 Series 65 Series 66 Series 6 Series 7 CFP CFA None What is your ZIP Code? We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
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cfa job in Los Angeles, CA
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