- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Chicago, IL)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment? Are you interested… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... + Assist with personal/business banking needs and archive relevant documents Financial Reconciliation & Reporting + Maintain Excel reconciliations for bank/credit… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales ... and Responsibilities:** + Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. + Identify,… more
- Deloitte (Cincinnati, OH)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment? Are you interested… more
- AdventHealth (Shawnee, KS)
- …appropriate for the healthcare industry and non-profit organizations. Serves as the financial counselor/ advisor for the organization. The CFO plans, organizes, ... Hospital President/Chief Executive Officer (CEO), serves as the hospital's Chief Financial Officer (CFO). Responsible for planning and controlling all financial… more
- Bank of America (El Segundo, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Bank of America (Boca Raton, FL)
- …basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often ... legacy, and other life goals through investment advice and guidance._ _Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Vanguard (Malvern, PA)
- …work within Vanguard's sales divisions . Whether it is Personal Investor, Financial Advisor Services, or Institutional Investor Group, your assignment will ... related fields, who are interested in a career in financial services. + Demonstrated leadership abilities, capable of inspiring...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more