...trustworthiness, integrity, and reliability in managing their complex financial affairs.
Qualifications
Bachelor's degree required
CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus
A Series 65 or combination of a Series 7 and Series 6...
Suggested
Holiday work
Temporary work
...Actively support the firm’s strategic initiatives.
Requirements
~ Bachelor’s degree in a related field.
~ Pursuing CFA® (Chartered Financial Analyst).
~3-5 years of investment analysis and wealth management experience.
~ Basic understanding of...
Suggested
Temporary work
Part time
Remote job
...achievement of license required within 60 days of employment
B.S. Business or Finance required; MBA or J.D. preferred
CFP, CPA, or CFA required
Ten or more years of relevant experience offering holistic financial planning advise
Experience within the wealth...
Suggested
Holiday work
Temporary work
Worldwide
...vehicles and strategies, with a particular focus in private equity
~ Proficiency in advanced Excel and other financial analysis tools
~ CFA and/or CAIA (or progress towards) designation is desirable
Additional Information
Moneta is committed to providing the best...
Suggested
Holiday work
Temporary work
...accounting software, reporting requirements and Trust Admission Committees
~ B.S. in Business, Accounting or Management
~ JD, CTFA, CFA, CFP or other professional designations, preferred
Additional Information
Moneta is committed to providing the best...
Suggested
Holiday work
Temporary work
...defined benefit and defined contribution clients, to help them meet their investment objectives. Must have Certified Financial Analyst (CFA) designation. Travel Reqt: Less than 5% domestic travel for client meetings or Global Investment Forums.
Mercer believes in...
Suggested
Remote job
Work visa
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
...and philanthropic strategies
~ Commit to ongoing education to remain an authority in family CFO matters
Qualifications
CFP, CFA, (minimum of one required to be registered)
Bachelor's degree required
Minimum of 3-5 years working as a client service advisor...
Suggested
Holiday work
Temporary work
Shift work
...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
...planning, estate planning, and philanthropic strategies.
Qualifications:
Certified Financial Planner (CFP) certification required; CFA is a plus, but not required.
Bachelor's degree in Finance, Business, or related field.
Minimum of 5 years of experience as a...
Suggested
Holiday work
Home office
...Embark on Your Journey of Growth with Chick-fil-A Hampton & Chippewa! Here at CFA Hampton & Chippewa, we don't just offer jobs; we present genuine opportunities for personal and professional development. If you're driven to expand your horizons and seek a challenging yet...
Suggested
Full time
Part time
Outdoor
Flexible hours
Shift work
Weekend work
Sunday
Afternoon shift
...the hunt for ambitious, dedicated individuals to join our Kitchen Team on a full-time basis. But here's the twist – being part of the CFA Hampton & Chippewa family is more than just a job; it's an opportunity to cultivate a thriving career. If you're hungry for personal...
Suggested
Full time
Flexible hours
Shift work
Weekend work
Sunday
...needed during weekends, holidays, and rotating shifts
Pay: Starting at $23.50+ per hour
Benefits: By coming to be part of our CFA Supply Family you will get:
Food and Drinks Provided: Free lunch, snacks and drinks as part of your workday!
Generous Paid Time...
Suggested
Hourly pay
Holiday work
Immediate start
Flexible hours
Shift work
Rotating shift
Weekend work
...temperature environment including freezer temperatures
Have and maintain an acceptable MVR in compliance with DOT requirements and CFA-S minimum driver qualifications
Act as a Navigator/Helper to CDL-A Drivers when required
Adapt to change and respond to...
Suggested
Holiday work
Local area
Flexible hours
Shift work
Night shift
Rotating shift
...discipline from an accredited college or university. Advance degree or certification in a financial discipline such as an MBA, CPA or CFA preferred. One or more years of relevant experience required. Utility background is preferred.
In addition to the above...
Suggested
Holiday work
Local area
$60k - $200k
...7 years of relevant trust administration experience
* Strong teammate who enjoys collaboration with internal partners
* CTFA, CFP, CFA, CES, or equivalent
* Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative...
Full time
...accredited college or university required, preferably in Accounting or Finance. An advanced degree and/or certification (e.g. MBA, CPA, CFA, PE) is preferred. Three or more years of financial analysis, accounting, or other professional level relevant experience required....
Holiday work
Local area
...solid foundation for understanding how manufacturing and production facilities create products
Certification(s) Preferred :
CFA, ASA, or CPA
Preferred Knowledge/Skills :
Demonstrates thought leader-level abilities with, and/or a proven record of success...
Full time
Contract work
H1b
...management system strongly preferred
Certified Treasury Professional (CTP) designation preferred
Advanced degree/certification (MBA/CFA/CPA) preferred
At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates'...
Full time
Temporary work
Home office
Flexible hours
3 days per week
...the firm’s strategic initiatives.
Requirements
~ Bachelor’s Degree.
~ CFP® (Certified Financial Planner Professional) or CFA® (Chartered Financial Analyst).
~2+ years of direct client-facing experience in financial planning, wealth management, and...
Full time
Temporary work
Part time
Remote job
...and conditional formatting.
What Could Set You Apart:
Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.)
Experience with SQL, Tableau, Power BI or other data visualization tools.
Working knowledge of PeopleSoft...
Full time
Temporary work
Home office
Flexible hours
3 days per week
...:
Engineering and Business, Financial Mathematics, Mathematical Economics, Quantitative Finance
Certification(s) Preferred : CFA or ASA
Preferred Knowledge/Skills :
Demonstrates intimae knowledge and proven success in roles leading and managing Valuation...
Full time
Contract work
H1b
...Management Information Systems, Computer Science, or equivalent degree from an accredited college or university required. MBA or CPA/CFA certification preferred. Five or more years of experience working on accounting-related systems on the IT or business side required....
Holiday work
Local area
...Could Set You Apart:
Bachelor's Degree and/or Advanced Degree in Business, Economics, Data Science, or Analytics.
CFP and CFA designations.
Management Consulting or similar experience.
Financial Services industry experience.
Working knowledge of...
Full time
Home office
Flexible hours
3 days per week
...they need them. As part of the Chick-fil-A family, we extend a culture of care through all our operations. For more information, visit cfa-supply.com .
Schedule:
Sun day through Friday, start time between 7p.m. to 12a.m. until the work is done.
All...
Holiday work
Immediate start
Flexible hours
Shift work
Night shift
Rotating shift
Weekend work
Day shift
Saturday
...adopt a different point of
Skills and Education Requirements
~ Bachelor’s degree – Business, finance, economics or relevant
~ CFA or other advanced designation such as CPA or CFP
~ Graduate degree such as MBA or JD
~ Technical experience in investment...
Full time
Work experience placement
Local area
...PowerPoint.
~ Undergraduate Degree required, preferably with concentrations in Business, Finance, Economics, or related field. MBA and/or CFA is preferred
~6 years (VP) 10+ years (Director) of relevant experience
Actual base salaries may vary depending on factors such...
Full time
...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...
Temporary work
Work experience placement
Local area
...years of recent direct patient care nursing experience.
BSN applicants must have documented completion of the Clinical Faculty Academy (CFA) through the Missouri Hospital Association.
MSN required for labs and 2 years of recent direct patient care nursing experience. CFA...
Part time
...must have five or more years of related experience and/or training, or the equivalent combination of education and experience.
· CPA, CFA or CMA certification is preferred, but not required.
Company Description EJ Water Coop Inc. is a company with an a culture that...
For subcontractor