- Deloitte (New York, NY)
- …with the support of our robust Washington National Tax group. Tax Manager build relationships as they coordinate and communicate with the client contacts ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Jericho, NY)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (New York, NY)
- …a career in Deloitte's Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience + A bachelor's degree in… more
- Deloitte (New York, NY)
- …Deloitte's Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Global Information Reporting practice, you will be part of a ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Atria Wealth Solutions (Corning, NY)
- …keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives ... Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with… more
- Bank of America (Jericho, NY)
- …* 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 (New York, NY)
- …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 (New York, NY)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... 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 (Melville, NY)
- …deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own ... 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 (Yorktown Heights, NY)
- …* 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