• Tax Manager - Insurance Tax

    Deloitte (Charlotte, NC)
    …+ 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 making… more
    Deloitte (10/25/25)
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  • Tax Manager - Tax Exempt

    Deloitte (San Diego, CA)
    …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 tax… more
    Deloitte (10/25/25)
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  • Head of Product/Head of Service

    Vanguard (Malvern, PA)
    …degree preferred. . Excellent communication, analytical, and problem-solving skills. . CFP and/or CFA designation preferred. Special Factors Sponsorship Vanguard ... is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients'… more
    Vanguard (10/25/25)
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  • Digital Product Director, Advice Experiences…

    T. Rowe Price (Owings Mills, MD)
    …of total relevant work experience and 5+ years of management experience Preferred: + CFP (R) or equivalent ( CFA , CPA, CIMA, etc.) designation, and/or extensive in ... planning topics and related methodologies. Candidates must have a CFP (R) equivalent designation and/or extensive experience developing advisory experiences. Role… more
    T. Rowe Price (01/03/26)
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  • Sr. Manager, Wealth Advisor, Schwab Wealth…

    Charles Schwab (San Diego, CA)
    …this may be the opportunity for you. **What you have** **Required Qualifications** + CFP (R) designation or CFA (R) designation + Bachelor's degree + Active and ... valid FINRA Series 7 license + May be obtained with a 120-day condition of employment + Active and valid FINRA Series 66 license required + May be obtained with a 120-day condition of employment + Five or more years of advisory experience, including creating… more
    Charles Schwab (01/09/26)
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  • Associate/Vice President - Retirement Sales…

    BlackRock (Atlanta, GA)
    …and exceed client contact expectations **Skills and Qualifications:** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Minimum 3+ years in asset ... management sales + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong sales, partnership, and organizational skills, including profiling and resource… more
    BlackRock (01/06/26)
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  • Investment Client Service Manager

    Adecco US, Inc. (Webster Groves, MO)
    …(Fidelity, or TD, Pershing, Schwab). + Professional designations or progress toward them ( CFP , Series 65, or CFA , CIMA). + Familiarity with financial planning ... software (eMoney, MoneyGuidePro). **Key Competencies:** + Client-focused mindset with strict fiduciary ethics. + Exceptional organizational and project-management skills. + Ability to communicate complex financial concepts in straightforward, simple terms. +… more
    Adecco US, Inc. (01/06/26)
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  • Asset Management Portfolio Manager

    Regions Bank (Clearwater, FL)
    …Technical Training in financial and economic markets + Chartered Financial Analyst ( CFA ) designation, Certified Financial Planner ( CFP ) designation, or Certified ... Investment Management Analyst (CIMA) **Skills and Competencies** + Analytical, organization and presentation skills + Knowledgeable about sales techniques and possess sales aptitude + Proven performance in investment management and client service + Skilled in… more
    Regions Bank (12/20/25)
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  • Portfolio Manager - Commerce Trust

    Commerce Bank (Columbia, MO)
    …trust, bank or investment management experience required + Chartered Financial Analyst ( CFA ) and/or Certified Financial Planner ( CFP ) designation preferred For ... this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record, maintain a valid driver's license, and meet Commerce Bank's… more
    Commerce Bank (12/12/25)
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  • Manager, Portfolio Management

    Commerce Bank (St. Louis, MO)
    …+ 3+ years leadership/supervisory experience required + Chartered Financial Analyst ( CFA ) and/or Certified Financial Planner ( CFP ) designation preferred For ... this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. For individuals applying, assigned and/or hired to work in… more
    Commerce Bank (10/28/25)
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