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Unlicensed candidates will be considered but required to obtain the requisite licenses within 120 days of employmentCFP, CFA, CPA, J.D. or similar certification or degrees preferred. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
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Bachelor’s Degree in Finance, Mathematics, Economics, Business Administration, Computer Science, Information Systems, or a closely related field – advanced degree, or progress toward CFA, FRM, or other financial designation a plus.
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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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business; CFP® designation; CFA® and/or CPA designation acceptable though not required; 7+ years of relevant work experience.
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You hold a BS/BA Degree in Business, Finance, Statistics, Math or Economics, with a GPA of 3.5 or higher; holding a MBA and/or CFA a plus. Banking, Business, Business Banking, Business Development, Client Relationship Management, Credit, Customer Experience (CX), Financial Statements, Innovation, Lending, Portfolio Reviews, Researching, Underwriting.
$90,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Master's degree in Business Administration preferred; CFA charter preferred. As a leader in the Smart Home industry, we boast one of the largest IoT install bases, with innovative products consisting of cameras, locks, card readers, garage door openers, gates and more, all powered by our myQ digital ecosystem.
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Informing and help guests utilize the CFA One APP. At Chick-fil-A, we are always keeping an eye out for applicants who are friendly, enthusiastic, and who genuinely enjoy serving guests. Team members who work at Chick-fil-A are given skills and life experiences that go beyond serving a great product in a friendly environment.
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Progress towards or commitment to achieving certifications such as CPA, ACA, ACCA, CIA, CFA, CISA. Progress towards or commitment to achieving certifications such as CPA, ACA, ACCA, CIA, CFA, CISA.
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Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA. Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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CIMA or CFA preferred. The successful candidate must have experience with ETFs along with a strong understanding of capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.
Full-timeRemoteExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes. Primary functions include investment management, client service and support of new business efforts.
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