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CFP, CPA, CFA, CTFA, CFM or JD a significant plus. CFP, CPA, CFA, CTFA, CFM or JD a significant plus. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client experience (BCE), including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.
$100,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Professional designations such as CFP, CFTA, CFA, CIMA are strongly preferred. Job Summary:The Wealth Strategist / Client Development Sales Executive is responsible for cultivating new relationships with individuals, families, non-profit institutions and other entities.
$200,500 - $225,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Full reimbursement for industry exams and review courses (CPA, CFA, etc.) CPA or CFA candidates a plus. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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MBA, CFA or Qualified Accountant degree (ACA, ACCA, CIMA, CPA or equivalent local qualifications) is a plus. MBA, CFA or Qualified Accountant degree (ACA, ACCA, CIMA, CPA or equivalent local qualifications) is a plus.
$118,500 - $171,750 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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A bachelor's degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time.
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CFA, MBA degree or other advanced degree a plus. CFA, MBA degree or other advanced degree a plus. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
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Advanced degree with a focus on finance or economics, or a finance-related professional designation or certificate (e.g. CFA, CAIA, CPA), is preferred. Advanced degree with a focus on finance or economics, or a finance-related professional designation or certificate (e.g. CFA, CAIA, CPA), is preferred.
$150,000 - $200,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Categories: Unit 3 - CFA - California Faculty Association, Faculty - Fine/Performing Arts, Tenured/Tenure-Track, Full Time, On-site (work in-person at business location) The Master of Arts in Music program provides advanced study for students with highly developed interest and attainment in specific areas of music; prepares teachers for certain types of college music positions; provides prospective doctoral aspirants with a sound foundation for advanced graduate study; provides advanced academic qualifications for public school teachers; and prepares students for professional careers in composition.
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CFP or CTFA, CFA, CPA, JD, or MBA. CFP or CTFA, CFA, CPA, JD, or MBA. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients.
Full-timeExpandUpdated 6 days ago - UpvoteDownvoteShare Job
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Bachelor’s degree in Finance, Economics or related fields is required, and CFA, CIMA, MBA or other advanced degrees are preferred. Lead the development, deployment, and evaluation of proprietary investment strategies including but not limited to ETF-based diversified risk portfolios, income-driven options strategies, alternative investments and custom strategies based on clients’ goals.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Chartered Financial Advisor (CFA). Experience with Tax Depreciation Software including Sage, Bloomberg, PowerPlan TFA, etc. Previous Big 4 or large CPA firm experience or equivalent. Deloitte's tax professionals use our proprietary DART technology solution to help clients drive efficient tax cost recovery calculations and tax planning through advanced technologies and data analytics.
$66,570 - $151,580 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Ideally CA / CPA / CFA qualified (partial or fully) Apply investment appraisal techniques and post implementation reviews to support the business in the development and evaluation of strategic initiatives and investment opportunities from a financial perspective.
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Categories: Unit 3 - CFA - California Faculty Association, Tenured/Tenure-Track, Full Time, Faculty - Health Sciences, On-site (work in-person at business location) Scholarship may also include health promotion, wellness, disease and injury prevention, informatics, and multi-modal methods of chronic disease management at the population level as well as use of the social ecological model with emphasis on upstream interventions as one of the theoretical underpinnings.
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Bachelor's degree in Finance, Business Administration, Economics, or related field; MBA, CPA or CFA preferred. The SVP/VP of Finance/Operations will be a part of development and responsible for the execution of strategic initiatives and policies driving the operations of Granite Capital Group.
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We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and paid time off (accrued at a part time rate.
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cfa job in San Francisco, CA
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