S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Quick apply
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Quick apply
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Wilmington, DE · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Wilmington, DE · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Wilmington, DE · On-site
$153K - $256K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...
Wilmington, DE · On-site
$153K - $256K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...
Wilmington, DE · On-site
$153K - $256K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...
Wilmington, DE · On-site
$153K - $256K/yr
... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...
| Aspect | Cfp Cfa |
|---|---|
| Required Certifications | Cfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications |
| Work Environment | Financial planning, investment management, and portfolio analysis |
| Employer & Industry Usage | Financial advisory firms, investment firms, banks, and wealth management companies |
| Common Search & Comparison | People often compare Cfp Cfa roles to understand financial planning vs investment analysis |
While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.
For Cfp Cfa jobs in Delaware, the most frequently searched job titles are:
The top searched job categories for Cfp Cfa jobs in Delaware are:
Cities in Delaware with the most Cfp Cfa job openings:

Full-time
Re-posted 14 days ago
Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row.
SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.
The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand.
Duties and Responsibilities
Qualifications
SROA Offers:
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.