- Deloitte (Detroit, MI)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal… more
- Deloitte (Charlotte, NC)
- …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. + Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in… more
- Deloitte (San Diego, CA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal… more
- Access Dubuque (Dubuque, IA)
- …Mutual** 3 Positions ID: 84881 Posted On 12/01/2025 **Job Overview** **Financial Advisor ** Becoming a financial advisor at Northwestern Mutual is a ... achieve their goals through financial planning. As a financial advisor , you will: + Grow your client base by...Financial Planning, Inc. owns and licenses the certification marks CFP ┬", CERTIFIED FINANCIAL PLANNER┬", and CFP ┬" (with… more
- JPMorgan Chase (New York, NY)
- …focus on digitalizing product workflow tools and elevating the client and advisor experience. You will contribute to investment processes, trading execution, and the ... contribute to a fast-paced agenda. Additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Support cross-functional teams… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or… more
- Vanguard (Minneapolis, MN)
- …and key decision-making processes of several of the largest and most sophisticated wirehouse advisor teams in the Midwest area. This role is part of a senior sales ... $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such...or equivalent combination of training and experience. . CIMA, CFP or CFA is a plus. Special Factors Sponsorship… more
- JPMorgan Chase (New York, NY)
- …Series 63/66 licenses are required, and additional certifications such as CFA, CFP , or CMT are advantageous. **Key Responsibilities:** + Lead cross-functional teams ... Present executive updates on performance metrics, delivery status, and client/ advisor feedback, emphasizing investment performance and trading efficiency. + Support… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- KeyBank (Cleveland, OH)
- …127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than ... and pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth, breadth, and experience to effectively serve as… more