- Deloitte (San Francisco, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Sacramento, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Sacramento, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (San Diego, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations. Your… more
- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, economics, or related field. + Graduate degree or professional designation required ( CFP (R), CFA, CPA , EA, JD, Master's, or PhD). + 5-10+ years ... of experience in the financial services industry, with at least 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, document management, and portfolio management software preferred. +… more
- M&T Bank (Costa Mesa, CA)
- …implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in ... Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,722.54 - $252,870.91 (USD). The successful candidate's particular combination of… more
- CIBC (San Francisco, CA)
- …Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA , CFP , or JD. + Wealth management expertise: Bring 10+ years ... of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. +… more
- Bank of America (Beverly Hills, CA)
- …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
- Guardian Life (Sacramento, CA)
- …updating marketing collateral. **You have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, ... exit planning, business succession, executive benefits, asset protection, estate, retirement planning and charitable planning to identify and develop opportunities in conjunction with our producers + Comprehensive knowledge of business owner marketplace and… more