- Commerce Bank (Kansas City, MO)
- …or Investment Management experience preferred + Progress towards Chartered Financial Analyst ( CFA ) or Certified Financial Planner ( CFP ) designation preferred For ... individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Portfolio Manager… more
- Bank OZK (Dallas, TX)
- …accounting, or related field, or commensurate work experience, required. Advanced degree or CFP (R), CFA (R), or AIF(R) certification preferred. + 10+ years of ... experience in institutional wealth, retirement plan management, or investment management, required. Experience in a legal environment or a financial institution preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …in financial planning or wealth management. + Progress toward or completion of CFP (R), CFA , CPA, or other certifications. + Pursuing or completed Series ... 65 license exam. + Bachelor's degree in financial planning, accounting, finance, or related field preferred. + Familiarity with custodians like Schwab or Fidelity preferred. + Strong understanding of financial markets, asset allocation, tax, and estate… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …or a related field. (internships count) + Progress towards or completion of CFP (R), CFA , or similar designation preferred. + Bachelor's degree (or higher) ... in financial planning, accounting, finance, economics, or a related discipline from an accredited institution. + High interest in investment advisory and wealth management services. + Exceptional written and verbal communication skills. + Proficiency in… more
- University of St. Thomas (Minneapolis, MN)
- …to the teaching specialty, professional qualifications such as Certified Financial Analyst ( CFA ) or Certified Financial Planner ( CFP ), or prior experience ... teaching courses in finance at the undergraduate or graduate levels will be an added advantage. Applicants must demonstrate a strong commitment to excellence in teaching and a willingness to be flexible in class scheduling. How to Apply To be considered for… more
- Deloitte (Morristown, NJ)
- …+ 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 (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 + 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
- Deloitte (Kansas City, MO)
- …+ 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 + Aptitude in MS Project, Word, Excel, and Visio + Numerical-problem-solving focus + Proven management experience indicating strong organizational skills and the… more
- Deloitte (Kansas City, MO)
- …+ 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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for… more
- Deloitte (Boston, MA)
- …+ 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 in the life insurance, property insurance or casualties' industry + Previous Big 4 or large CPA firm experience + Previous experience with corporate tax preparation, tax compliance, or tax controversy The wage… more