- M&T Bank (Wilmington, DE)
- …wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business ... Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful… more
- US Bank (Scottsdale, AZ)
- …- Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who are in a hybrid ... role typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please… more
- Raymond James Financial, Inc. (Denver, CO)
- …65 + Series 7 and 66 can be used instead of the 65 + Applicable designation or CFP can be used instead of the 65 or 66 and must be in good standing + Additional ... licenses/certifications demonstrating the candidate's knowledge/expertise in industry regulation and concepts preferred. more
- Truist (Hendersonville, TN)
- …2. Additional credentials such as the Certified Financial Planner Designation ( CFP ), CIMA, etc. **General Description of Available Benefits for Eligible Employees ... of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the… more
- M&T Bank (Burlington, VT)
- …degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high ... net worth clients and complex client relationships \#LI-LA1 \#wealthmanagement \#Wilmingtontrust M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $139,700.00 - $232,900.00 Annual (USD).… more
- US Bank (Portland, OR)
- …skills -Ability to make critical decisions independently -Professional designation such as CFA or CFP This role is hybrid. Team members who are in a hybrid role ... typically spend three days a week at a US Bank location, while having flexibility on their work location for the other working days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer… more
- Insight Global (San Francisco, CA)
- …Skills and Requirements * Candidates must have a four-year degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably ... at a professional financial services company or wealth management firm * Experience developing a book of clients * Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis * Unquestioned commitment to integrity… more
- Deloitte (Chicago, IL)
- …eligible: + 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)
- …eligible: + 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 + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage range for this role takes into account the wide… more
- Deloitte (Chicago, IL)
- …eligible: + 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