- Deloitte (San Diego, CA)
- …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 + Previous Big 4 or… more
- Deloitte (San Diego, CA)
- …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 for… more
- Deloitte (Los Angeles, CA)
- …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 Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- Deloitte (San Diego, CA)
- …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 Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- Equitable (San Francisco, CA)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... + **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series 65 or equivalent ... Description Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly...to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true… more
- Edward Jones (Berkeley, CA)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Columbia Bank (Los Angeles, CA)
- …5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Makes Us Different:** As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12… more