Search Results: 20 vacancies
$90k - $135k
...landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
~ CFA (passed any level) and Series 65 (we will help you obtain upon starting)
~4+ years of experience with portfolio management and...
Suggested
Holiday work
Full time
...assigned.
Qualifications:
~ Bachelor's degree in finance, accounting, business, or related field.
~ Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and/or Certified Financial Planner (CFP) preferred, or working toward those...
Suggested
For contractors
Local area
...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
...team-orientated approach
~ Knowledge of financial industry, financial products, and financial planning concepts
~ Clean U4
~ CFP, CFA or CPA/ PFS preferred
Buckingham’s Compensation and Benefits
This is a salaried position with an opportunity for an...
Suggested
Local area
...with Microsoft Excel and Microsoft Power Point.
Must have strong knowledge of GAAP and fully understand accounting theory.
CMA, CPA or CFA is preferred.
Valid Oregon driver s license with satisfactory driving record.
Industry leading benefit and reward programs:
We offer...
Suggested
Flexible hours
...finance, accounting, information technology, data science, or a related field preferred.
Credentials
Completed coursework for CPA or CFA accreditation preferred.
Job Type
Full-time exempt with a base salary depending on qualifications, plus bonuses. Benefits...
Suggested
Full time
Temporary work
Flexible hours
Monday to Friday
...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
....
Qualifications
Bachelor's degree in Finance, Accounting, or related field; MBA or relevant professional certification (e.g., CFA, CPA) is a plus.
Proven experience as a Financial Analyst with a focus on complex financial modeling and analysis.
Experience in...
Suggested
Holiday work
Immediate start
Flexible hours
...Willingness to travel as needed for client engagement and portfolio oversight. Preferred qualifications, capabilities, and skills; MBA, CFA, or CAIA certification, or progress towards obtaining such credentials. Experience in the timber investment industry is highly...
Suggested
Contract work
Work experience placement
...written and oral, along with organizational skills and the ability to perform multiple tasks efficiently under deadline situations. PREFFERED QUALIFICATIONS, CAPABILITES & SKILLS: MBA, CFA, CAIA, or working toward that designation. Timber investment industry knowledge....
Suggested
Contract work
Work experience placement
...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
...perform multiple tasks efficiently and work well under deadline situations.
Preferred qualifications, capabilities, and skills
MBA, CFA, CAIA, or working toward that designation.
Knowledge of the timber investment industry.
About Us
JPMorgan Chase & Co., one...
Suggested
Work experience placement
Worldwide
...delivering courses. In addition, ABS is responsible for bi-monthly keynote speaker series and other specialized certification programs (CFA, CPA, CMA, CIA, IFRS).
Responsibilities:
Plan, design, and develop curricula for courses in accounting, finance, and...
Suggested
Relocation
...ability to perform multiple tasks efficiently under deadline situations.
Preferred qualifications, capabilities, and skills
MBA, CFA, CAIA, or working toward that designation.
Timber investment industry knowledge.
About Us
JPMorgan Chase & Co., one of the...
Suggested
Work experience placement
Worldwide
...Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
- A graduate degree such as MBA or JD preferred.
Shift:
1st shift (United States of America)
Hours Per...
Suggested
Full time
Work experience placement
Shift work
Day shift
...Arabia.
~ Bachelor's degree in Accounting or Finance. Advanced professional competencies and certifications such as CPA, CA, or CFA are preferred. An MBA or post-graduate degree is desirable.
~10+ years of relevant experience, which may include financial reporting...
Relocation
...degree in business administration, finance, economics, accounting, or its equivalent and a relevant certification, such as a CPA, CMA or CFA. A graduate degree is highly desirable.
~10+ years of work experience in industry or a combination of industry and consulting...
Contract work
Work experience placement
Relocation
Flexible hours
...considered if willing to obtain licenses within 90 days of start date)
Desired skills:
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills Used in this Role:
• Business development
• Prospecting and Qualification
• Oral...
Full time
Shift work
Day shift
...degree strongly preferred
Preferred professional certifications: Project Management Professional (PMP), Certified Financial Analyst (CFA), Certified Management Accountant (CMA)
Minimum 9 years of professional experience in downstream business development
Strong...
Relocation
...Finance, Accounting, or a related discipline. Advanced business degree (e.g., MBA) and/or relevant professional certification (e.g., CMA, CFA, CPA, ACCA, PMP) is highly preferred.
Minimum of 10 years of experience designing, implementing and managing Financial Planning...
Relocation
