- Deloitte (Charlotte, NC)
- …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 Excellent presentation and… more
- Deloitte (Detroit, MI)
- …not CPA eligible: Licensed attorney 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… more
- Edward Jones (St. Louis, MO)
- …a member of a HNW client-facing professional team required Strong understanding of Financial Advisor and Branch Team processes, including implementation of Core ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...of hire Insurance license required 6 months of hire CFP preferred or obtained in accordance with firm policy… more
- Bank OZK (Charlotte, NC)
- …Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor , you ... just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to… more
- Kestra Financial (Baltimore, MD)
- …clients to address their needs and inquiries. Qualifications: . 3-5 years of experience in financial services. . CFP designation and Series 7 and 66 or 65 ... advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative,… more
- Regions Bank (Little Rock, AR)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Regions Bank (Houston, TX)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Regions Bank (Coral Gables, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. **Primary Responsibilities**… more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner ( CFP ) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + ... successful achievement of their goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Financial Planner to join a team-based wealth advisory environment. The firm manages ... a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with… more
