- Deloitte (Morristown, NJ)
- …+ Licensed attorney + Enrolled 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 +… more
- Deloitte (Morristown, NJ)
- …+ Licensed Attorney + Enrolled 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… more
- Deloitte (Morristown, NJ)
- …+ Licensed attorney + Enrolled 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… more
- Deloitte (Morristown, NJ)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;… more
- Deloitte (Morristown, NJ)
- …+ Licensed Attorney + Enrolled 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 +… more
- TIAA (Hackensack, NJ)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service...* Series 63, 65 and/or 66 as required by state. * Certified Financial Planner (CFP) designation… more
- JPMorgan Chase (Summit, NJ)
- …Worth solutions, and retirement strategies + Bachelor's degree required; MBA, JD, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... and presentation of Wealth Strategy and Advice materials to guide client and advisor decision making + Present in an easily digestible, conversational manner + Be… more
- TD Bank (Mount Laurel, NJ)
- …mail), then represented owned digital properties (on-site and mobile app). The planner may support additional programs in paid digital channels or other consumer ... translates business strategies into marketing plans. **Depth & Scope:** + Marketing advisor for a business, typically leading or contributing on projects of moderate… more
- NASCO (Trenton, NJ)
- …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts,… more