• Certified Financial Advisor

    Vanguard (Malvern, PA)
    Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard … more
    Vanguard (07/17/25)
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  • Senior Wealth Advisor

    Columbia Bank (Santa Rosa, CA)
    …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
    Columbia Bank (09/09/25)
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  • Senior Trust Advisor

    UMB Bank (Rust, MI)
    …or combination of education and experience that provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
    UMB Bank (08/02/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Orlando, FL)
    …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
    Regions Bank (09/19/25)
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  • Premier Advisor /Premier Banker

    Truist (Norcross, GA)
    …Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
    Truist (09/12/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (Philadelphia, PA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (08/20/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Tampa, FL)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (09/21/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Indianapolis, IN)
    …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (08/21/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Miami, FL)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (08/21/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Morristown, NJ)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
    Deloitte (08/21/25)
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