- S&P Global (New York, NY)
- …**Additional Preferred Qualifications:** + Master's degree or relevant certifications (eg, CFP , CFA ) preferred. + Strong knowledge of financial markets, ... investment products, and wealth management strategies preferred. + Experience in AI and machine learning, Wealth, or DeFi preferred. + Proficiency in data analysis tools (eg, Excel, SQL) and experience with data visualization platforms (eg, Tableau, Power BI)… more
- Deloitte (New York, NY)
- …+ 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 research… more
- Deloitte (New York, NY)
- …+ 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 range of… more
- Deloitte (Rochester, NY)
- …+ 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 + Previous Big 4 or… more
- Bank of America (New York, NY)
- …working day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Client ... Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration +… more
- Bank of America (New York, NY)
- …team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + ... Business Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail +… more
- Bank of America (Melville, NY)
- …within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Deloitte (Jericho, NY)
- …+ 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 wide range… more
- Deloitte (Williamsville, NY)
- …+ 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 + Previous Big 4 or… more
- Deloitte (New York, NY)
- …+ 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 + Previous Big 4 or… more