- Northrop Grumman (Melbourne, FL)
- …(DOD) clearance (Top Secret preferred) + Experience working in a Controller or financial governance capacity + Certified Public Accountant + Master's in Business ... experienced Senior Director to serve as the Division's Controller to provide financial leadership for all of the Business Management functions and deliverables. This… more
- BMO Financial Group (Minneapolis, MN)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- KeyBank (Elkhart, IN)
- …advice to ultra-high net worth clients (required) **Licenses and Certifications** + Certified Financial Planner (CFP) (required) **Tactical Skills** + Expertise ... **Job Summary** The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-high… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …experience in financial planning or investment advisory + CFP(R) ( Certified Financial Planner) designation required + Strong interpersonal and communication ... The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role… more
- Wells Fargo (Charlotte, NC)
- …+ FINRA registration including Series 63 (or FINRA recognized equivalents) + Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) ... role, you will:** + Educate and consult with WIM Investment Professionals ( Financial Advisors and Investment Strategists) on the depth and breadth of Alternative… more
- Deloitte (Philadelphia, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Equitable (Tampa, FL)
- …building your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** + Unlimited ... your team + Coaching from your experience & training to develop new Financial Professionals + Collaborating with local leadership to strengthen values, mission and… more
- Citigroup (New York, NY)
- …preferred + FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus ... a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is...Private Bankers to assist in evaluating the client's holistic financial situation and opportunities to improve outcomes through a… more
- Equitable (Orlando, FL)
- …building your business * Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** * Unlimited ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… more
- Equitable (Columbus, OH)
- …building your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** * Unlimited ... your team * Coaching from your experience & training to develop new Financial Professionals * Collaborating with local leadership to strengthen values, mission and… more