- Deloitte (Sacramento, CA)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field ... + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational skills + Excellent research and writing… more
- Deloitte (San Francisco, CA)
- …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 + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills and the ability to plan and manage budgets… more
- Deloitte (San Diego, CA)
- …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 leveraging technology and exploring new… more
- Deloitte (Los Angeles, CA)
- …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 compliance, federal tax accounting… more
- Deloitte (San Francisco, CA)
- …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, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not… more
- Deloitte (San Diego, CA)
- …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 compliance, tax analysis, and tax… more
- Deloitte (Sacramento, CA)
- …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 projects The wage range for this… more
- Aristotle Capital Management (Newport Beach, CA)
- …6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial ... services sales and the financial markets. + Exceptional communication, writing and listening skills. + Ability to collaborate with a team and execute responsibilities independently. + Polished, ambitious, and professional. + Detail oriented with high degree of… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, tax ... advisor, or financial planner + Self-starter with natural curiosity for individual planning and people + Excellent attention to detail with strong written and oral communication skills + Strong team player with a predisposition to service function + Ability to… more
- Insight Global (San Francisco, CA)
- …Skills and Requirements * Candidates must have a four-year degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably ... at a professional financial services company or wealth management firm * Experience developing a book of clients * Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis * Unquestioned commitment to integrity… more