- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration;… more
- JPMorgan Chase (San Francisco, CA)
- … + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- JPMorgan Chase (Palo Alto, CA)
- … + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- University of Southern California (Los Angeles, CA)
- …maintaining compliance with regulatory standards. This position serves as executive advisor for facility issues, provides leadership and direction to subordinate ... and supports the organizations efforts in meeting or exceeding strategic financial and operational objectives. The Administrative Director will also serve as… more
- Deloitte (Sacramento, CA)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… 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… 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… more