- Deloitte (St. Louis, MO)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Chicago, IL)
- …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 + Excellent presentation and communications skills… more
- Deloitte (Chicago, IL)
- …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 large CPA firm… more
- Deloitte (Kansas City, MO)
- …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 leveraging technology and… more
- Deloitte (Detroit, MI)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, federal tax… more
- Deloitte (San Diego, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, tax analysis,… more
- Access Dubuque (Dubuque, IA)
- … Planner **Northwestern Mutual** 3 Positions ID: 84881 Posted On 12/01/2025 **Job Overview** ** Financial Advisor ** Becoming a financial advisor at ... you can help your clients achieve their goals through financial planning. As a financial advisor... Planning, Inc. owns and licenses the certification marks CFP ┬", CERTIFIED FINANCIAL PLANNER┬", and CFP… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the… more
- Truist (Nashville, TN)
- … financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the ... Financial Advisor team, contributing to the short...such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation ( CFP ); CFA **General Description… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …to $145,000.00 base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio design, understand ... are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service...* Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation… more