- Deloitte (Philadelphia, PA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Philadelphia, PA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, ranging from project management support,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (New York, NY)
- …Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...process, or willing and able to obtain: + Licensed CPA in the state of practice/primary office if eligible… more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner ( CFP (R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors ... learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications + CFP (R) designation required. Additional certifications such as the CFA,… more
- Deloitte (San Francisco, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Indianapolis, IN)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... active accreditations obtained, in process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …master's in management) or relevant certifications such as CAP (Chartered Advisor in Philanthropy), CFP ( Certified Financial Planner), or CPA , is preferred. ... role in shaping the future of philanthropy at the nation's first public university. Reporting directly to the Associate Vice Chancellor for Development -… more
- US Bank (Minneapolis, MN)
- …Professional Designation is required and may include, but is not limited to: CTFA, CFP , JD, CPA and/or Graduate of National Trust School Program **Preferred ... Skills/Experience** + Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other… more
- Aegon Asset Management (Denver, CO)
- …field. + FINRA Series 6 and 63 licenses + One or more of the following: JD, CFP , CLU, ChFC, CPA + Seven years of experience in retirement, estate, and wealth ... verbal communication skills. + Presentation skills with demonstrated experience in public speaking. + Relationship building and interpersonal skills. + Ability to… more