Average salary: $272,718 /yearly
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$30k - $60k
...Insurance, Investment, and/or Brokerage. Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high net worth clients. Expertise in assessing a client's financial needs and making proactive...SuggestedWork experience placementLive inWork at officeFlexible hours- ...in typical public pension funds. SWIB is a home for top talent, with approximately 61 percent of its investment professionals holding CFA charter. The City of Madison, Wisconsin’s state capitol and home of its flagship university, ranks among the best places to live,...SuggestedWork at officeRemote workRelocation
- ...savviness in Excel. Educational Requirement An undergraduate degree as well as the Chartered Financial Analyst designation or presently a CFA Level 2 candidate who is currently registered as an Advising Representative and/or an Associate Advising Representative. A CIM...SuggestedWork at officeRemote workFlexible hours
$85k - $95k
...client facing role a plus 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...SuggestedSummer workCasual workWork at officeLocal areaWork from homeFlexible hours- ...responses and board packages. What You’ll Bring to Baird: Minimum 10 years’ experience in investment consulting or related field. CFA designation required or actively pursuing CFA or relevant experience coupled with related industry credentials. Ability to confidently...Suggested
$110.25k - $235.81k
...and gas, alternative energy, ranch and farm properties. Bonus points if … You have one or more of the following credentials: MBA, CFA, CFP®, CPA, CTFA, or JD. You have supervisory or team leadership experience. You have 5+ years in demonstrated sales position. You...SuggestedWork at officeLocal areaFlexible hours- ...will vary. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD) Excellent...Suggested
- ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on...SuggestedWork at officeRemote workRelocation
- ...successful in this role you will have: Bachelor’s degree in Finance, Accounting, Business, or related field (advanced degree or CPA/CFA a plus). At least 5 years of program finance experience in a government contracting environment. Strong knowledge of FAR, DFARS, and...SuggestedFull timeContract workPart timeLocal areaFlexible hours
$65k - $85k
...keeping you at the forefront of financial strategies, market insights, and client service excellence. Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and...SuggestedInternship- ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on...SuggestedH1bWork at officeRemote workRelocation1 day per week
- ...comfortable working with ambiguity while driving continuous improvement in FP&A processes and reporting. Preferred Qualifications MBA, CPA, CFA, or similar advanced credential preferred. Experience with financial planning systems (e.g., Hyperion, Anaplan, Adaptive, SAP,...SuggestedFull time
- ...institutional clients, including endowments and foundations. The role requires a minimum of 10 years in investment consulting and the CFA designation or similar credentials. You will be responsible for building client relationships, conducting performance reviews, and...Suggested
- ...strong analytical abilities, and effective communication skills. Candidates should have a relevant Bachelor's degree, with an MBA and CFA considered advantageous. Responsibilities include leading credit assessments and providing investment recommendations based on...Suggested
$144k
...diverse teams. ~ Bachelor's degree required. ~ Certifications or designations related to financial planning are preferred such as CFP, CFA, ChFC, CLU. ~7 - 10+ years of previous experience with digital planning platforms and capabilities. ~ Minimum of 5 years of...SuggestedTemporary workHome office$165.55k - $283.8k
...investment or portfolio management experience Proven experience managing complex client relationships and large portfolios Preferred CFA (Chartered Financial Analyst) designation Experience mentoring investment professionals Why You’ll Love Working Here Join a...- ...communication, and project management skills. Preferred Job Requirements Education MBA or other advanced degree. Certification / License CFA or similar certification. Work Experience Public company experience Background in investment banking, transaction advisory, or...Work experience placement
- ...Requirements University Degree in Accounting / Finance / Economics or related discipline, professional qualification such as CPA and CFA will be an advantage At least 3 years working experience in banks and financial institutions, preferably with experience in...Full timeWork experience placement
$125k - $145k
...process improvement, standardisation and operating model change Bachelor’s degree in Finance, Accounting or a related field (MBA, CPA, CFA or similar is a plus) Advanced Excel and PowerPoint skills, with experience creating executive‑level financial insight Experience...Full time- ...client portfolios, assisting with trading activities, and conducting market analysis. Opportunities for professional development including support for the CFA® program and mentorship from senior investment professionals are provided. #J-18808-Ljbffr Grove Gallery & Interiors
- ...design and document business processes and operating models Preferred Experience with enterprise architecture tools (Ardoq or similar) Consulting or large‑scale financial transformation background CFA or investment credentials #J-18808-Ljbffr Continuus Technologies LLC
- ...towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. You must have passed your ACCA, CPA, CFA, or CIMA exam. N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and...Worldwide
- ...of SQL, Microsoft Power BI, Qlik, Tableau or other BI software Qualifications: ~ B.S. in Accounting or Finance ~ MBA, CPA or CFA is a plus ~5-7 years of experience in FP&A, with a strong track record of leading financial analysis and modeling initiatives,...Full timeTemporary workFor contractorsWork experience placementLocal area
Winter Services Inc
Milwaukee, WI20 days ago - ...presentations, to communicate confidently vision and direction. An undergraduate degree from a well-regarded institution. An MBA degree or a CFA designation is highly desirable. Personal qualifications The successful candidate is a mature, confident executive who is...Work at officeImmediate startRelocationFlexible hours
B C Ziegler & Co
Milwaukee, WI4 days ago - ...including ORSA and RBC, and experience interacting with regulators and rating agencies.* Professional credentials such as FRM, CERA/ASA/FSA, CFA, CPA, or equivalent strongly preferred.#LI-LTIf you’re ready to help make a difference, apply today. A resume is required to apply....Flexible hours
- ...Corporate Accounting position at the company should have a minimum of 12-18 years' experience in the relevant fields and hold a CPA, MBA, CFA, or CTP. The role requires a deep understanding of U.S. GAAP and Statutory accounting, as well as a proven track record of working...
- ...experience in portfolio management, particularly for high-net-worth clients. Candidates should hold an undergraduate degree and either a CFA designation or be a CFA Level 2 candidate. Compensation includes competitive pay and benefits, with a commitment to diversity and...Remote job
$84k - $164.3k
...forums and industry events. Qualifications Bachelor’s degree in Finance, Accounting, MIS, or related field (Master’s preferred); CPA, CFA, PMP, or equivalent certifications strongly preferred. Two (2)+ years of progressive experience in finance transformation, GBS, or...Local area- ...Skills/Qualifications: Bachelor’s degree in business administration, Finance, or a related field. Certification such as CPA, CFA, or CMA license is preferred. At least 10 years of progressive experience managing an accounting department with a team of 10 or more...Temporary workWork at officeLocal area
- ...Qualifications & Skills: Education: Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or...Full time
