- TD Bank (Manchester, NH)
- …registration timeline Certified Financial Planner ( CFP ) or Certified Financial Analyst (CFA), preferred Documented expertise in developing and closing ... receive the complete on-boarding experience Effectively partners with the Institutional Investment Advisor and CSAs to ensure every client receives an Annual Client… more
- Deloitte (Philadelphia, PA)
- …If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) 5+ years total ... 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, JD,… more
- Deloitte (Cincinnati, OH)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Bachelor's degree ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner ( CFP ) Ability to travel ... 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… more
- TEKsystems (Fort Worth, TX)
- Certified Financial Planner ( CFP ) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + ... goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP ...REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - Financial Planning (highly preferred ) + Investment Management… more
- Bank of America (Freehold, NJ)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Red-Bank/ Financial -Solutions- Advisor Ocean-NJ-Market Bilingual-Spanish- ... Financial Solutions Advisor - Ocean NJ Market - Bilingual Spanish Preferred Red Bank, New Jersey;Freehold, New Jersey **To proceed with your application, you… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...63 securities licenses and state insurance license required. * CFP designation highly preferred . *WHAT'S IN IT ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
- Edward Jones (Topeka, KS)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Vanguard (Dallas, TX)
- …Series 7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred , with a commitment to pursue the designation. We offer a ... Vanguard is seeking talented Financial Advisors to join our dynamic team across our...corporate CFP program to support crew in acquiring the certification. +… more
- Bank of America (Honolulu, HI)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
