- Deloitte (Raleigh, NC)
- …alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + ... able to obtain: + Licensed CPA in state of practice /primary office if eligible to sit for the CPA...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more