- Deloitte (Raleigh, NC)
- …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
- Dentsply Sirona (Charlotte, NC)
- …compliant usage of automation and AI + Assist in creating Executive level presentations for the Leadership team (Monthly Financial Review, Quarterly Business Review, ... discipline + MBA or other Advanced Degree preferred **Certifications/Licensing:** + CPA, CMA or CFA a plus but not required **Years and Type of Experience:** + **5 -… more
- JPMorgan Chase (Charlotte, NC)
- …and functions to provide you with the opportunity to take your career to the next level . As a Private Banker in the US Private Bank, you are responsible for advising ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking… more
- JPMorgan Chase (Charlotte, NC)
- …functions to provide you with the opportunity to take your career to the next level . As an Investment Specialist in the US Private Bank, you are responsible for ... financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to… more
- Truist (Charlotte, NC)
- …needs of the trading desk through active sales engagement Specific to level : 1. Experience in financial markets 2. Understanding of different sales approaches ... ability to communicate highly complex ideas clearly and concisely **Preferred Qualifications** 1. CFA and/or MBA degree, with a Finance focus 2. 10 years of related… more
- Lincoln Financial (Greensboro, NC)
- …Science, or a related field. *Master's degree or relevant professional certifications (eg, CFA , FRM, FSA, CQF) is a plus. **_Experience_** *8+ years of experience in ... with the ability to present complex risk information to senior stakeholders. *High level of attention to detail, with the ability to identify and assess risks… more
- Citigroup (Charlotte, NC)
- …energy, self-starter with a desire to show creative ideas and continued progress + CFA or MBA a plus **Job Family Group:** Finance **Job Family:** Funding & ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Anticipated Posting Close Date:** May 05, 2025… more
- JPMorgan Chase (Charlotte, NC)
- …and functions to provide you with the opportunity to take your career to the next level . As a Private Banker in the US Private Bank, you are responsible for advising ... on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA , or CFP preferred * Proactive, takes initiative, and uses critical thinking… more
- Zurich NA (Raleigh, NC)
- …Qualifications: + Credit Risk Management + Insurance industry experience + CPA, CPCU, CFA or MBA + Strong analytical skills + Strong verbal and written communication ... including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a… more
- Vaco (Charlotte, NC)
- …and/or national practices as appropriate. _The above statements describe the general nature and level of work only. They are not an exhaustive list of all required ... tax, and/or public accounting or directly relevant experience highly preferred. + CPA, CFA , MBA or other professional designation a plus. + Previous experience in… more