Average salary: $121,650 /yearly
More stats ...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...
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...or Economics
Preferred Qualifications:
MBA
Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
Graduate of a leadership or management development program (Such as LDP, Banking School)
General...
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Full time
Part time
Local area
Shift work
Day shift
...Minimum 5-6 years of experience in audit, tax, and/or public accounting or directly relevant experiencehighly preferred.
CPA, CFA, MBA or other professional designation a plus.
Previous experience in recruiting or business development a plus.
Location :...
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...assigned.
Role Specific Requirements Include:
~ Bachelor's degree in Finance, Accounting, Economics, or related field. MBA required; CFA preferred.
~15+ years' experience in investment banking, private equity, corporate development, or corporate strategy. Analyst...
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Immediate start
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Flexible hours
...Director of Investor Relations - Qualifications:
Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred.
Proven track record of success in capital formation, fundraising, or business development within the financial services...
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..., National or large Regional CPA firm experience preferred)
+ Advanced Degree or relevant professional certification such as CPA or CFA preferred
+ Strong GAAP, data analysis and critical thinking skills
+ Experience working with Private Equity groups preferred
+...
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Work experience placement
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...Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation preferred.
A graduate degree such as MBA or JD preferred
The ideal candidate will bring an appropriate mix of...
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Work experience placement
Shift work
Day shift
....
* Utilizes evaluation documentation tools in accordance with department guidelines.
* Proactively reviews Claim File Analysis (CFA) for adherence to quality standards and trend analysis.
* Utilizes diary management system to ensure that all claims are handled timely...
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...Focuses on the 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 who...
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Work experience placement
Local area
$120k
...skills and experience:
~ Five (5) years administering personal trust accounts or related fiduciary and/or banking experience.
~ CFA (Chartered Financial Analyst) preferred
~ CTFA (Certified Trust and Fiduciary Advisor) preferred
~ Undergraduate Degree in a related...
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$55k - $75k
...Minimum 0 to 18 months of experience in audit, tax, and/or public accounting or directly relevant experience highly preferred.
CPA, CFA, MBA or other professional designation a plus.
Previous experience in recruiting or business development a plus.
Location :...
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...specifics.
Utilize evaluation documentation tools in accordance with department guidelines.
Proactively review Claim File Analysis (CFA) for adherence to quality standards and trend analysis.
Utilize diary management system to ensure that all claims are handled...
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Holiday work
Contract work
Local area
Remote job
$60k - $100k
...seminars
Present to groups and organizations
Qualifications:
Bachelor's degree in finance, business, or related field
CPA, CFP, CFA, or AIF credential (or ability to obtain within the first year of employment)
Minimum of five years of experience in the financial...
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Full time
...in finance, accounting or related field
~ Series 65 license or comparable license requirement
~ Related credentials such as CPA, CFA, CIMA
~3-5 years of sales experience
~ Tax, Trust, Estate experience would be highly desirable, but not required
~ Prior supervisory...
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...policies.
Qualifications:
1. Bachelor's degree in finance, economics, business, or a related field. Advanced degree (e.g., MBA, CFA, CFP) preferred.
2. Minimum of 5 years of experience in wealth management or financial advisory roles, with a proven track record of...
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