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Disability Solutions-Los Angeles
and/or experience working with high net worth and ultra-high net worth clients).
• Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.
• JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.
Skills:
• Business...
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Austin
of a bachelors and 5 : 7 years of experience or an advanced post:graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 : 5 years of equivalent work experience.
• Experience in an investment advisory firm environment...
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tiptopjob.com -
Disability Solutions-Charlotte
Minimum 7 years of planning-related work experience desired
• JD, CPA, or CFP desired
• LLM, MST, MBA (or in progress) a plus
Skills:
• Critical Thinking
• Oral Communications
• Presentation Skills
• Wealth Planning
• Written Communications
• Active...
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Saint Paul
trust, credibility and respect; contributes positively to team culture.
Qualifications and Education Requirements
• Bachelor’s degree required.
• CFP^®, JD, CPA, or similar preferred.
• Years of Experience: 10+ years in financial, tax, and/or estate...
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icims.com -
1 similar job: Minneapolis
Plano
of a bachelors and 5 : 7 years of experience or an advanced post:graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 : 5 years of equivalent work experience.
• Experience in an investment advisory firm environment...
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tiptopjob.com -
New York
and stakeholders with discretion and professionalism.
• Familiarity with SalesForce or similar CRM.
Skills, Abilities, Competencies
• JD, CPA or CFP designation
• Experience working in an environmental advocacy organization, or similar non-profit.
• Demonstrated...
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icims.com -
San Antonio
is normally acquired through completion of a bachelors and 5 : 7 years of experience or an advanced post:graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 : 5 years of equivalent work experience.
• Experience...
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tiptopjob.com -
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