- Deloitte (Las Vegas, NV)
- …not CPA eligible: + 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 +… more
- Deloitte (Morristown, NJ)
- …not CPA eligible: + 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 +… more
- Deloitte (Cleveland, OH)
- …not CPA eligible: + 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 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- City National Bank (New York, NY)
- …the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ... broker dealer or investment industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience in using Microsoft Office… more
- Deloitte (New York, NY)
- …not CPA eligible: + 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… more
- Vanguard (Scottsdale, AZ)
- Internal Sales Manager As an Internal Sales Manager within Vanguard's Financial Advisor Services division, you'll lead an internal sales team focused on driving ... don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. + Provide verbal and… more
- Neuberger Berman (New York, NY)
- …of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... preferred + 3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus + Experience within Asset Management and/or… more
- SAP (Washington, DC)
- …to grow and succeed. We are seeking a highly strategic and consultative Value Advisor to join our Public Services Market Unit, focused on driving ERP transformation ... investments and deliver measurable outcomes for government agencies. As a trusted advisor to customers and a strategic partner with sales to create compelling… more
- Hoselton (East Rochester, NY)
- …+ Chaplain Program + myBB Program (My Better Benefits discount program) + Worksite Personal Financial Advisor Program + NYS Paid Sick Leave + FREE Tickets and/or ... free admission to Red Wings, Amerks, Bristol Mountain and CMAC concerts! + Opportunity to be involved in community service activities. (United Way Day of Caring, Open Door Mission Food Drives, Angel Tree Gift Giving) + This is a great opportunity to work for a… more