- Deloitte (San Francisco, CA)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (Los Angeles, CA)
- …Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- Deloitte (San Diego, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- BlackRock (San Francisco, CA)
- …other teams **Qualifications/Skills** + BA/BS required. Advanced Degree / CFA / CAIA / CFP , or progress towards, is strongly preferred + A minimum of 2-4 years ... investment or asset management experience + Prefer relevant client facing and/or portfolio construction experience + Combination of investment, analytical, technical and client skills + Student of the market with fluid understanding of financial markets,… more
- UMB Bank (Sacramento, CA)
- …Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate ... financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience with DC… more
- Bank of America (Glendale, CA)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Bank of America (Hemet, CA)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Equitable (San Francisco, CA)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** : Build ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Bank of America (San Jose, CA)
- …and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one firm approved designation + ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- M&T Bank (Los Angeles, CA)
- …+ Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and ... wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more