- Bank of America (San Diego County, CA)
- Financial Solutions Advisor -Central San Diego La Jolla, California;San Diego, California; San Diego, California **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/La-Jolla/Financial-Solutions- Advisor Consumer-Investments--Central-San-Diego\_25035520) **Job Description:** The following laws or regulations… more
- Bank of America (Pleasant Hill, CA)
- Financial Solutions Advisor - Consumer Investments- Tri-Valley Area Dublin, California;Pleasant Hill, California; Danville, California; Livermore, California **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dublin/Financial-Solutions- Advisor Consumer-Investments--Tri-Valley-Area\_25027981-2) **Job Description:** Please Note that this requisition… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of… more
- Navy Federal Credit Union (San Diego, CA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM -… more
- Bank of America (San Francisco, CA)
- Financial Solutions Advisor - San Francisco Area San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Financial-Solutions- Advisor --Consumer-Investments--San-Francisco-Area\_25025516) **Job Description:** Please Note that this requisition… more
- Deloitte (Costa Mesa, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;… more
- Deloitte (Sacramento, CA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more