- JPMorgan Chase (Jersey City, NJ)
- …skills. Preferred qualifications, capabilities, and skills + Association for Financial Professionals (AFP) - Certified Treasury Professional Designation. ... specifically within the Healthcare segment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of… more
- Bank of America (San Francisco, CA)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Vanguard (Newtown Square, PA)
- …is an immersive, hands-on experience for high-potential undergrads passionate about becoming Certified Financial Planner (TM) professionals and pursuing a career ... you will + Spend the summer developing your expertise of the personal financial planning process and enriching your knowledge of Vanguard's business. + Learn about… more
- Deloitte (Indianapolis, IN)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Miami, FL)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Morristown, NJ)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- Truist (Dallas, TX)
- …overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Completion ... recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and… more
- Albany Medical Center (Albany, NY)
- …securing payment + Ability to discuss sensitive concepts with patients regarding financial obligations + CHAA - Certified Healthcare Access Associate upon ... benefits to the service being rendered, with ability to have a financial discussion with patient regarding payment responsibility. Must be comfortable in the… more
- KeyBank (Pittsburgh, PA)
- …(required) + FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of… more
- Commerce Bank (Kansas City, MO)
- …+ 6+ years trust, bank or investment management experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more