• KPB Sr Relationship Manager

    KeyBank (Naples, FL)
    …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner ( CFP ) ( preferred ) + Certified ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...(CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) (… more
    KeyBank (08/04/25)
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  • Wealth Senior Client Associate

    M&T Bank (Naples, FL)
    …Experience sharing knowledge and skills with team members **Education and Experience Preferred :** CFP (Certified Financial Planner) and/or CTFA (Certified ... assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in...Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's… more
    M&T Bank (07/18/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Tampa, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD,… more
    Deloitte (08/21/25)
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