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Advanced Degree and Certifications: Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) are advantageous.
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Bachelors degree in Finance, Accounting, or a related field (MBA or CFA is a plus). Environmental Consultant (Terrestrial Ecologist) Location - Abu Dhabi Permanent position. Familiarity with CRM systems, ERP systems, and data visualization tools (e.g., Salesforce, NetSuite, Tableau) is an advantage.
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CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
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It is the brainchild of visionary financial advisor David J. Scranton (CLU, ChFC, CFP®, CFA, MSFS), one of the industry’s most respected income specialists and most sought-after sales and marketing coaches.
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ASA, CFA, CPA or valuation credential required. Marcum LLP’s Valuation, Forensic & Litigation Services Group is a leading provider of business valuation, litigation support, economic damages, financial forensic investigations, and other advisory services.
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Professional designation such as CFA or CFP is preferred. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$119,595 - $154,770 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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A master’s degree in business administration (MBA) or a Chartered Financial Analyst (CFA) designation is a plus. A master’s degree in business administration (MBA) or a Chartered Financial Analyst (CFA) designation is a plus.
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Additional qualification (e.g., CPA or CFA or MBA) a plus. Additional qualification (e.g., CPA or CFA or MBA) a plus. Besides being responsible for keeping track of Company financial planning, analyzing the company performance, and creating forecasts and explaining variances, this position will also require some basic Quick Books data entry for expenses, monthly banking reconciliation and a few other minor bookkeeping tasks.
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Master's degree or professional certifications (e.g., CFA, CPA, CMA) preferred. Master's degree or professional certifications (e.g., CFA, CPA, CMA) preferred. With nine retail stores, a state-of-the-art parts distribution center, and a passion for adventure, we strive to offer the best products and services to enhance our customers' experiences on the water and in the great outdoors.
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MBA, JD, CFA, or CFP preferred. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Series 65, CFP or CFA required. Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro) Series 65, CFP or CFA required. Depth of experience working with high net worth or ultra-high net worth clients.
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We have a progressive, forward-thinking valuation and litigation support services practice group that is dedicated to adding to our team with relevant, bold and ambitious talent. Work closely with leaders to manage cases from start to finish, with a primary focus on family law and business valuation.
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Graduate Degree or relevant credential (e.g., FRM, CFA, etc.) CPA, CFA, AM, ASA or other valuation industry credentials, preferred. Prior experience with Bloomberg, Refinitiv, ICE, and other industry databases, preferred.
$95,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Series 7, 66 and Insurance licenses required for position. The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth.
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cfa job in Fort Lauderdale, FL
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