Search Results: 16 vacancies
...years of relevant trust administration experience.
~ Strong teammate who enjoys collaboration with internal partners
~ CTFA, CFP, CFA, CES, or equivalent preferred
~ Trust investment knowledge and/or experience with brokerage and/or delivery of trust services...
Suggested
...Desired:
~5+ years Microsoft Office suite including: Outlook, Excel, Word, OneNote
Enrolled Agent or similar experience
CFA® (Certified Financial Analyst), CFP® (Certified Financial Planner) or similar
Custodian experience: Charles Schwab
Software experience...
Suggested
Holiday work
Summer work
Casual work
Local area
Work from home
Flexible hours
...record, including, without limitation, course work that EY deems relevant to this position
A demonstrable plan for passing the CPA, CFA, CMA or other recognized professional credential
The ability and willingness to travel and work in excess of standard hours when...
Suggested
Hourly pay
Holiday work
Full time
Internship
Summer holiday
Local area
Flexible hours
...Administration (MBA) preferred. Bachelor’s degree with an emphasis on finance, accounting, economics, statistics or other related area.
CFA designation or progress towards attaining the CFA designation required.
Strong analytical skills, particularly in performing...
Suggested
Full time
Work experience placement
Flexible hours
...Preferred Experience
~ Series 6/63 licenses
~ Accredited Asset Management Specialist (AAMS)
~ Chartered Financial Analyst (CFA)
~ Certified Public Accountant (CPA)
~ Certified Financial Planner (CFP)
~ Chartered Financial Consultant (ChFC)
~ Bachelors Degree...
Suggested
Contract work
For contractors
...management matters.
Undergraduate degree required (BS/BA). MBA or other advanced degree a plus.
Financial designations such as CFP, CFA, or CPA a plus.
Financial Planning experience preferred.
This is an onsite position in Waukesha, WI
Employment with Waukesha...
Suggested
...Northwestern Mutual Financial Planning process, products and services.
CFP (or related financial planning designation) CLU, ChFC, CFA, CASL, MSFS. preferred.
This position has been classified as a Registered Representative under NMIS guidelines and requires...
Suggested
Full time
Immediate start
Remote job
Home office
Flexible hours
...industry-specific regulations and compliance standards (e.g., IFRS, GAAP) is advantageous.
~ Professional certifications such as CPA or CFA are desirable but not mandatory
Cheyenne Lee, from our recruiting team, will be guiding you through this process. Visit...
Suggested
Local area
Flexible hours
...building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
~ CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless...
Suggested
Remote job
...responsibility and/or location
Preferred Qualifications:
Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA)
Prior manufacturing industry experience
Additional Knowledge & Skills:
Strong communication...
Suggested
Outdoor
...and experience, which would provide an equivalent background Preferred Skills, Capabilities and Experiences: MBA CPA, CMA, FSA and/or CFA Extensive knowledge of internal business processes, data flow, controls and our financial systems. For candidates working in person...
Suggested
Holiday work
Full time
Temporary work
Work experience placement
Local area
Remote job
Work from home
...of responsibility and/or location
Preferred Qualifications:
Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA)
SAP experience
Hyperion or BPC experience
Additional Knowledge & Skills:
Ability...
Suggested
Remote job
Outdoor
...:
Minimum one or more years of accounting/finance experience
Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) or Certified Management Accountant (CMA)
Additional Knowledge & Skills:
Understanding of generally accepted accounting principles...
Suggested
Outdoor
...approach to translate the complex to understandable business solutions
Proven ability to develop trusting relationships with financial advisors
Advanced skills with financial planning software and/or excel desired
Advanced designation such as CFA, CFP preferred...
Suggested
...client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional...
Suggested
Temporary work
Work experience placement
Local area
...Qualifications:
You have a relative 4-year degree in Finance or a related field (or 4+ years of experience in lieu of a degree;) MBA, CTP, or CFA a plus
You have a minimum of 4 years of experience in global treasury, finance, bank back office, or other relevant analytical...
Flexible hours
