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Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Investment Management Analyst (CIMA) (preferred.
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Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP strongly preferred. Professional designations/certifications (e.g., CFP, CFA, MBA, CHFC, CPWA) preferred.
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Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities. Supporting our clients’ wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
$175,000 - $225,000 a yearFull-timeExpandUpdated 4 days ago - UpvoteDownvoteShare Job
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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.
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The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Professional certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are a plus. Professional certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are a plus.
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CPA, CMA or CFA certification is preferred. We need a top-notch Director of Finance for our fast-paced team in the Computer Software field. CPA, CMA or CFA certification is preferred. Reports to the Chief Financial Officer.
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Responsible for managing the Finance Team and all aspects of financial reporting and analysis, including preparation of P/Ls and cause of change, business review presentations, financial metrics and KPI reporting, sales analysis, volume rate & mix analysis, ad hoc financial modeling, labor analysis, etc.
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The Wealth Advisor position is a draw of $50,000.00-$150,000.00 with a quarterly variable pay component. The Wealth Advisor serves as the firm's primary point of contact for a select group of clients and is instrumental in engaging a team of specialists to deliver on the client's needs.
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