Search Results: 25 vacancies
...program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation...
Suggested
Remote job
...business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)
Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust...
Suggested
Holiday work
...program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation...
Suggested
Remote job
Flexible hours
...collateral to support sales efforts.
Qualifications:
Bachelor's degree in Finance, Business Administration, or a related field; MBA or CFA preferred.
Minimum of 4-8 years of experience in institutional sales within the financial services industry, with a focus on...
Suggested
Local area
....
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
...Qualifications:
Experience providing advice or guidance to privately held business owners/families
CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred
Life and Disability Insurance license
Prior experience with Salesforce...
Suggested
Full time
Temporary work
Local area
Remote job
...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
...experience in a client-facing financial advisory role at a broker dealer or RIA
Series 65 or equivalent
CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation
Experience with advanced planning techniques including: donor advised funds, foundations, 52...
Suggested
Full time
Temporary work
Local area
Remote job
...successfully obtain one of the accredited wealth planning designations (CFP preferred, other targeted credentials would be considered, CFA, CPA, AWM).
The WPA educational component combines e-learning, case studies, virtual group work, and hands-on training to educate...
Suggested
Full time
Local area
Remote job
Work from home
Home office
...should expect to teach at both the Bothell and Bellevue locations. We have a growing Finance club and our students have excelled in CFA research challenges and ethics challenges.
The University of Washington Bothell is known for providing a leading-edge participatory...
Suggested
Full time
Immediate start
...Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field. Master's degree or relevant certification (CFA, CPA, etc.) is a plus.
- 2-4 years of experience in financial analysis, preferably within the technology or cybersecurity industry...
Suggested
Holiday work
Full time
Remote job
Work from home
Home office
Flexible hours
$75k - $95k
...3+ years of exp.
Bachelors degree in Finance, Business, Accounting, or related field.
Series 7 and Series 65 licenses.
CFP, CFA, and/or Trust/Estate Planning certification is a plus.
Proficiency in SalesForce and other software applications.
Benefits
~4...
Suggested
Full time
$115k - $137.5k
...~A bachelor’s degree in accounting, finance, or a closely related field (MBA or graduate-level degree preferred) required.
~CPA or CFA designation, desired.
~Experience with property accounting, acquisition transactions, and audits, desired.
~Proficiency in accounting...
Suggested
Holiday work
Full time
Home office
Flexible hours
Weekend work
Afternoon shift
Monday to Friday
...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:
Business Development
Client Management
Client Solutions Advisory...
Suggested
Full time
Shift work
Day shift
...quantitative focus
- Preferred 4+ years professional experience in investment management or similar
- Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred
- Strong mathematical and...
Suggested
Holiday work
Full time
Temporary work
Local area
Remote job
Worldwide
2 days per week
3 days per week
...experience working in a financial planning, accounting, legal or other organization that provides relevant experience
~ Series 65, CFP or CFA required
Skills and Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager...
Full time
...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
$120k - $150k
...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...
Holiday work
Full time
$125k - $200k
...other financial advisors to ensure client satisfaction.
Keep up to date on industry developments.
Qualifications:
CPA, CFP, CFA, or Accredited Investment Fiduciary (AIF) Credential is a plus
Series 66 & 7.
Prior experience in the financial planning industry...
Full time
...program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation...
Remote job
