- Robert Half Finance & Accounting (Mountain View, CA)
- …finance, accounting, economics, or related field. + Advanced degree or designation required (eg, CFP (R), CFA , CPA, JD, EA, Master's, PhD). + 5-10+ years of ... experience in financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and custodial platforms (eg, Schwab, Fidelity). Ideal Candidate Attributes… more
- Deloitte (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such ... as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research… more
- First National Bank of Omaha (Omaha, NE)
- …Accident & Health and Variable Contract insurance licenses Certifications or degrees such as a CRPC, CFP , CPA, CFA , CWS, CTFA, CFM or MBA, JD or ability to earn ... accreditation **Compensation:** Compensation range (base pay): $124,343.00-$211,384.00 _This role may have a specific starting pay within this range._ Final compensation offer to candidate may vary from posted hiring range based upon work experience,… more
- Bank of America (Richmond, VA)
- …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 (Kansas City, MO)
- …financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA ... or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience **Skills:** + Advisory + Client Investments Management + Customer and Client Focus + Investment Management +… more
- Bank of America (West Hartford, CT)
- …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
- Truist (Atlanta, GA)
- …of Microsoft Office applications + Hold or actively working toward industry designations ( CFP , CIMA, CFA , etc.) **Truist stands for better** Our relentless ... pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're… more
- Deloitte (Mclean, VA)
- …+ 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 range of… more
- 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 (Dallas, TX)
- …+ 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 + Previous Big 4 or… more