- Truist (Paramus, NJ)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. 2. Banking experience helpful This position is paid… more
- Equitable (Saddle Brook, NJ)
- Entry Level - Financial Advisor - NJ, Saddle Brook (5007) ( 2300002T ) **Primary Location** : UNITED STATES-NJ-Saddle Brook **Organization** : Equitable Advisors ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Kestra Financial (Cranbury, NJ)
- …a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career ... of experience in the financial industry + Certified Financial Planner ( CFP (R)) certification preferred but not required + Excellent communication and interpersonal… more
- Deloitte (Jersey City, NJ)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more
- Deloitte (Jersey City, NJ)
- …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 + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide… more
- Deloitte (Jersey City, NJ)
- …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 (Jersey City, NJ)
- …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 (Morristown, NJ)
- …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 (Morristown, NJ)
- …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 + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making… more
- Deloitte (Morristown, NJ)
- …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