- Deloitte (Pittsburgh, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... firm experience + Excellent research and writing skills + Excellent presentation and communications skills The wage range for this role takes into account the wide… more
- Deloitte (Philadelphia, PA)
- …returns + Excellent research and writing skills + Excellent presentation and communications skills + One of the following active accreditations obtained, in process, ... Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... 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… more
- Edward Jones (Erie, PA)
- …**What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including ... + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM)… more
- Insight Global (Upper Gwynedd, PA)
- …the development of utility engineering designs, cost estimates, and client communications across projects ranging from 120V to 34.5kV. The Supervisor will ... Years of Distribution Engineering Experience * Proficiency with AutoCAD, PoleForeman, PolyWater Pull- Planner , O-Calc, SPIDAcalc, GIS, IKE * 1+ years experience in a… more
- Bank of America (Pittsburgh, PA)
- …+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess ... the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also… more
- Marriott (Philadelphia, PA)
- …and administrative responsibilities including asset protection. Provides clear and concise communications to everyone having ownership in the success of the event. ... and implementation of corrective action plans. * Reviews quarterly Meeting Planner Survey results and participates in the development and implementation of… more
- Atria Wealth Solutions (Allentown, PA)
- …services industry, preferably in a bank or credit union + Excellent communications skills, both verbal and written, necessary to provide exceptional service to ... + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation a plus + Experience delivering high quality service in… more
- NTT America, Inc. (Harrisburg, PA)
- …projects and support the global governance efforts. + Effectively implement Last Planner (R)/ Pull Planning requirements into the scheduling requirements. + Review GC ... order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an **@nttdata.com** email address.… more