- Bank of America (Princeton, NJ)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year… more
- Bank of America (Jersey City, NJ)
- …such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + Obtained insurance licenses is preferred. ... licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Minimum of one year… more
- Deloitte (Morristown, NJ)
- …(Member of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM ( Certified Commercial Investment Member) + ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Deloitte (Jersey City, NJ)
- …(Member of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM ( Certified Commercial Investment Member) + ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Bank of America (Red Bank, NJ)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Wayne, NJ)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + ... partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional… more