- Deloitte (Dayton, OH)
- …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 (Columbus, OH)
- …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
- KeyBank (Dayton, OH)
- …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 (Canton, OH)
- …development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) ( preferred ) + Certified Investment ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...Management Analyst (CIMA) ( preferred ) + Chartered Financial Analyst (CFA) ( preferred ) + FINRA Series… more
- KeyBank (Cleveland, OH)
- …in fostering, facilitating and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD, CPA, CFA, CFP or Master's Degree * ... - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a...a deep knowledge of our Family Wealth client's entire financial and family situation. Sales * Serves as the… more
- Truist (Cleveland, OH)
- …the firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ... travel. Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc 2. Completion of an… more
- KeyBank (Brooklyn, OH)
- …business related field or equivalent experience + Advanced degree or Certified Trust and Financial Advisor preferred + Ability to advance business success of ... team model, to high net worth clients with complex financial needs + Fulfills Key's fiduciary responsibilities, ensuring retention...preferred ** PREFERRED QUALIFICATIONS** + Professional Designation preferred - JD, CPA, LLM, CTFA, CFP ,… more
- Deloitte (Dayton, OH)
- …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 (Dayton, OH)
- …+ 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