- Guardian Life (Columbus, OH)
- …meeting strict deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - ... $105,000 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful… more
- US Bank (Cincinnati, OH)
- …equivalent experience + Advanced degree or applicable professional designation such as CTFA or CFP + Eight or more years of experience in financial services, with an ... emphasis on trust servicing and/or administration + Two or more years in a leadership or management role **Preferred Skills/Experience:** + Thorough knowledge of the Trust services unit and division, its products, processes, and related bank and regulatory… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation a plus + Experience delivering high quality service in all ... interactions with clients, prospective clients, and staff within a financial institution environment + An advanced level of performance and work ethic requiring minimum supervision EOE **Representatives are employed by and registered through CFS (Member FINRA… more
- Deloitte (Cincinnati, OH)
- …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
- Robert Half Finance & Accounting (Cincinnati, OH)
- …Bachelor's degree, or equivalent, with a Finance or Planning focus a plus. * CFP designation a plus. Robert Half is the world's first and largest specialized talent ... solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer… more
- KeyBank (Cleveland, OH)
- …ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * Demonstrated new business accomplishments in ultra-high ... net worth market * Prior experience as author of published industry articles * Experience as subject-matter-expert to in-house and industry groups EQUIPMENT USED/PHYSICAL REQUIREMENTS * Microsoft Office products and other computer applications and software… more
- Deloitte (Dayton, OH)
- …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 (Columbus, OH)
- …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 (Cleveland, OH)
- …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 (Cincinnati, OH)
- …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 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and… more