- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as MST, MAcc, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- 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… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications… more
- Deloitte (Tampa, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Tampa, 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… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … financial advisors to drive department sales objectives and to increase financial advisor utilization. * Delivers effective presentations to large audiences. ... * Meets specific objectives related to financial advisor interaction including meetings, phone calls,...be applied) or ability to obtain within 90 days. * Preferred : CAIA, CFP , CFA, CIMA, or… more
- JPMorgan Chase (Orlando, FL)
- …7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …if needed as required by management. + Required: Certified Financial Planner ( CFP ) and/or Certified Private Wealth Advisor (CPWA) preferred . Other ... and external business partners to provide comprehensive recommendations for the financial advisor , the client and the client's legal and tax professionals (eg… more