services experience. May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. FINRA Series 7 and 63...
client. Series 7 and 63 licenses are required. Additional professional designations such as CFP, CFTA, CFA, CIMA...
’s Degree (preferably in Finance or Business) MBA, CIMA, CPWM, CAIA or CFA preferred Minimum 2 years of experience...
or designation (e.g. CFA, CAIA, CIMA) Series 7 & 63 preferred;must obtain within 3 months of hire FINRA Requirements FINRA...
services experience. May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. FINRA Series 7 and 63...
product licenses may be required Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered...
within 120 days if not currently held. CAIA, CFA or CIMA designation preferred. Strong alternative investments knowledge...
required CIMA/ACA/ACCA/ICAEW/CPA qualified preferred 3 years required, 5 years preferred, of accounting experience 2+ years...
as required Qualifications Clean U4 Bachelor's degree or equivalent experience Financial designation preferred;CFP, CFA, CIMA, CPA...
a professional accounting qualification – ACCA / CPA / CIMA or equivalent will be an advantage Strong negotiation skills...