• Wealth Management Advisor

    TIAA (Coral Gables, FL)
    …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
    TIAA (07/02/25)
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  • Personal Financial Counselor; Tyndall AFB

    Magellan Health Services (Panama City, FL)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
    Magellan Health Services (08/19/25)
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  • International Wealth Advisor, Schwab Wealth…

    Charles Schwab (Orlando, FL)
    …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire + Active FINRA ... in the financial services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Fluency in Portuguese in reading, writing and speaking… more
    Charles Schwab (08/17/25)
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  • Senior Regional Manager, Schwab Wealth Advisory

    Charles Schwab (Tampa, FL)
    …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation required (may consider 24 month condition of… more
    Charles Schwab (08/15/25)
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  • Personal Financial Counselor; Patrick SFB

    Magellan Health Services (Patrick AFB, FL)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
    Magellan Health Services (08/08/25)
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  • Wealth Advisor III - Tampa / Naples

    Truist (Tampa, FL)
    …transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or ... enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
    Truist (06/03/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Tampa, FL)
    …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 large CPA or law firm… more
    Deloitte (08/23/25)
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  • Dining Services - Manager in Training

    Healthcare Services Group, Inc. (Winter Garden, FL)
    …show proof of or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first 14 days of employment. ... + Certified Dietary Manager (CDM) course participant, or certification as required by State & County law. + Must successfully achieve the eLuminate Food Service Manager (FSM) and Long-Term Care Food Service (LTC-FSM) certifications within the first 60 days of… more
    Healthcare Services Group, Inc. (08/23/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Tampa, FL)
    …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 of factors that are considered… more
    Deloitte (08/23/25)
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  • Tax Senior - Real Estate

    Deloitte (Lake Mary, FL)
    …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 large CPA firm experience +… more
    Deloitte (08/23/25)
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