- Robert Half Finance & Accounting (Mountain View, CA)
- …in high-net-worth tax, investment management, or related fields. + Must hold a CFP (R), CFA (R), CPA, JD, or similar professional designation. + Strong ... communication, relationship-building, and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning… more
- Deloitte (Pittsburgh, PA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
- Edward Jones (Tempe, AZ)
- …+ Capital markets experience + Client Service and/or financial industry experience + CFP , MBA, CFA , CPA or working towards designation(s) + Proficiency in ... non-trading applications or coding language (ie Microsoft Suite, Power BI, Tableau, VBA, SQL) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our… more
- Bank of America (Nashville, TN)
- …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Additional Skills Used ... in this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales +… more
- Bank of America (Houston, TX)
- …90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Bank of America (Dallas, TX)
- …within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA , CTFA, CFM or JD a significant plus Skills Used in this ... Role: * Business development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline… more
- American Heart Association (St. Petersburg, FL)
- …**Preferred Experience:** + Advanced degree (master's or higher) or aligned certification, JD, CFP , CAP, CFA , highly preferred. + Ten (10) years of experience ... preferred. **Compensation & Benefits** The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details. + **Compensation** - Our goal is to ensure you have a… more
- Truist (Laurel, MD)
- …in professional level certification programs such as Chartered Financial Analyst ( CFA ), Certified Financial Planner ( CFP ), Accredited Asset Management ... Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career development program or banking school. 4. Prior experience in a comparable position at a top… more
- First National Bank of Omaha (Overland Park, KS)
- …preferred * Licenses: FINRA Series 65/66 required * Advanced designations desired: CFP (R), CFA (R), CTFA(R), CIMA(R), CPA(R), CEPA Candidates must possess ... unrestricted work authorization and not require future sponsorship. **Work Environment:** It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture… more
- Deloitte (Chicago, IL)
- …+ 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 presentation and… more