- Deloitte (Jacksonville, FL)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash… more
- Deloitte (Miami, FL)
- …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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Miami, FL)
- …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 + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range… more
- Deloitte (Miami, FL)
- …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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. * Meets ... specific objectives related to financial advisor interaction including meetings, phone calls, zoom meetings, client...grandfathering cannot be applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or… more
- JPMorgan Chase (Orlando, FL)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter...Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm,… more
- KeyBank (Naples, FL)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- M&T Bank (Naples, FL)
- …as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow ... sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …personal meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... to ten (10) years of personal trust administration experience ~or~ * JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience ~or~ * Any… more