- Wells Fargo (Purchase, NY)
- …experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA) + ... employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... skills + Strong management experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Schrodinger (NY)
- …details, and delivering meaningful business results + A highly organized planner who enjoys building/maintaining timelines, making sure nothing falls through the ... better and think more creatively than homogenous ones because they take into account a wide range of viewpoints. For us, greater diversity doesn't mean better… more
- JPMorgan Chase (New York, NY)
- …proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals ... skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred FEDERAL… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of ... M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, ... CPA or law firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including… more
- Deloitte (Jericho, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of ... M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (New York, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (Jericho, NY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, ... and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (Jericho, NY)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more