- Deloitte (Indianapolis, IN)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...you do and the clients and industries/sectors you serve Preferred : + Advanced degree such as MST, MAcc, JD,… more
- Bank OZK (Little Rock, AR)
- …Qualifications + Bachelor's degree or commensurate work experience required; MBA, JD, CFA, or CFP preferred + 5+ years of banking experience, including 3+ years ... banking and other lines of business to provide comprehensive financial solutions across the Bank OZK footprint through an...connections to the Bank. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding… more
- Deloitte (Charlotte, NC)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience + A bachelor's ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...and demonstrated ability to effectively handle multiple, competing priorities Preferred + Advanced degree such as Masters of Tax,… more
- M&T Bank (Harrisburg, PA)
- …Doctor) CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Minimum of 4 years' experience in financial ... using pertinent word processing and spreadsheet software **Education and Experience Preferred :** Bachelor's degree in Business, Finance or Accounting Advanced degree… more
- HUB International (Providence, RI)
- …life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a ... are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and...from a four-year college or university + CLU and/or CFP designations highly desired. + Life Insurance license and… more
- Deloitte (Denver, CO)
- …+ 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
- Binghamton University (Binghamton, NY)
- …We welcome candidates with expertise in all areas of finance including financial management, corporate finance, strategic finance, investments, financial markets ... committees as assigned. Student Club Advising: + Serve as the faculty advisor for the university's finance student clubs (ie, Binghamton University Finance Society,… 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 ... of relevant experience, with three years in internal sales preferred . Prior supervisory experience is a strong plus. +...is our primary focus, but formal education and certifications ( CFP , CFA, CIMA) can be a differentiator. + This… 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 ... in a trust/wealth management function or equivalent experience required + CFA or CFP designation preferred Job Expectations Job Expectations: O perate customary… 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… more