- UpvoteDownvoteShare Job
- Suggest Revision
Professional certifications such as Chartered Financial Analyst (CFA), Professional Risk Manager (PRM), Financial Risk Manager (FRM), Certified Public Accountant (CPA), and Certified Internal Auditor (CIA) are a plus but not required.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
CFP designation or CFA designation required. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
ExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Certifications including CPA, CDFM, CGFM, CFA, CIA. Certifications including CPA, CDFM, CGFM, CFA, CIA. Accounting & Internal Controls (A&IC) is well-positioned to help our clients address their most urgent finance transformation needs.
$110,500 a yearFull-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
A Master's degree or professional certification (e.g., CFA, CPA) is preferred. Data Management: Oversee data accuracy and integrity in financial systems, ensuring reliable financial reporting and analysis.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Director of Investments & CFA - Rapidly growing fee-based / high net worth advisory firmRespected, local wealth advisory firm is looking to add leadership and technical expertise to their practice due to many years of success and growth.
ExpandUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation. Certifications or degrees such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation.
Full-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) also preferred. Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) also preferred. Certified Financial Planner (CFP) preferred.
Full-timeExpandUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
Always verify and apply to jobs on Federal Reserve System Careers (FRS) or through verified Federal Reserve Bank social media channels. Some proficiency and a desire to work heavily with MS Excel (particularly macros/visual basics), Tableau and SQL. Experience with R and/or Python is a plus.
ExpandUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
At Schwab, we’re committed to empowering our employees’ personal and professional success. Active and valid FINRA Series 7 license. At Schwab, you’re empowered to make an impact on your career. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Full-timeExpandUpdated 5 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Financial Planner delivers services to assist clients with planning for their long-term and short-term financial needs. If you are interested, please submit a written request to Angela Avis during the HR Office's operating hours (9 a.m. to 4 p.m.), and we can schedule a time for you to review the Affirmative Action Plan. (Alternatively, a copy of TS Banking Group's Affirmative Action Plan is available electronically on TS Banking Group's intranet site.
Full-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
- Suggest Revision
TS Prosperity Group is seeking to hire a Financial Planner. Working knowledge of word processing, spreadsheet, and database software programs. Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Financial Analysis: Conduct in-depth financial analysis to support strategic initiatives, identify trends, and provide actionable insights.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
A Graduate degree or progress towards CFA, preferred. Proficiency in Excel, Bloomberg and FactSet. As a Research Analyst , you will play a key role in our ability to provide internally managed equity solutions for our institutional and individual clients as you consistently deliver valuable research and insights that drive strong investment performance.
Full-timeExpandApply NowActive JobUpdated 11 days ago
cfa job in Omaha, NE
FEATURED BLOG POSTS
How to Prepare to Be Fired - What You Need to Do
If you’re reading this, let me be the first to tell you how sorry I am. Getting fired feels crappy, disheartening, hurtful, and all the other bad, sad words. But here’s what I want you to do. First, let yourself fumble for a minute. Then, pick your head up — sometimes getting fired is a blessing in disguise. If you think termination is around the corner, we’ll teach you how to prepare to be fired and what to do next so you land somewhere even better.
Internal Recruiting: Benefits and 5 Internal Recruiting Methods to Consider
Internal and external recruiting are nearly the same thing. The biggest difference is where candidates are sourced. There are instances where external recruiting may be the best option. However, when you are presented with the opportunity to recruit internally, you should take full advantage of the different internal recruiting methods. Initially you will find that the hiring process gets a little bit easier. Then you'll notice all the other benefits that internal recruiting offers.
What Makes a Company a Great Place to Work
After one too many after-hours emails, you’re on the hunt for a new gig. But what makes a company a great place to work? And how will you know when you find one? Finding a motivating, safe, and productive work environment is important for our mental and physical health. If you’re financially frustrated, creatively stuck, or just plain over it, it’s time to find a healthier workplace where you can flourish.
What Makes a Good Boss? The Top 12 Qualities & Attributes
Think back to the best boss you’ve ever had—does someone come to mind? We hope so! Okay, now think back to the worst boss you’ve ever had. I’m sure you can conjure up a few faces.
How to Recruit and Retain Gen Z Employees
As Boomers and the oldest Gen X are exiting the workforce, younger Millennials and Gen Z are flowing in. While the younger generations seem to be completely different than the older generations, many care about some of the same things- financial security, working conditions, etc. However, due to social and cultural differences in the era that Gen Z has grown up in, they have concerns that were never even workplace topics of discussion 20 years ago.
How Does Temp to Hire Work? Benefits, Concerns, & More
Whether you’re just starting out your career or are looking for the next opportunity, the job market has never been more burgeoning with opportunities. From flexible work options and freelancing gigs to seasonal and temp-to-hire work, people today are spoiled for choice when it comes to finding engaging and fulfilling work.
Explore Your Skill and Find the Best Way to Make Money From Home
When you just can’t stomach another drive-thru coffee on your morning commute, close your navigation app on your phone and search for easy ways to make money from home instead. With a computer and some niche skills, there are countless opportunities for you to earn a living from your couch. (Okay, fine, your home office.) Below, we’ll explore 30 different ways to make money from home, as well as a few “too-good-too-be-true" warning signs to know to keep you from booking the wrong remote gig.