- USAA (Tampa, FL)
- …license MBA or master's degree in a financial or business-related field CERTIFIED FINANCIAL PLANNER ( CFP ) designation 10 or more years of Retirement ... USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- City National Bank (Tallahassee, FL)
- …Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain ... (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development… more
- Deloitte (Jacksonville, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Tampa, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Tallahassee, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Miami, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
- KeyBank (Naples, FL)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- USAA (Tampa, FL)
- …+ MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
