- Deloitte (Morristown, NJ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... 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 of ... 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
- Commerce Bank (Kansas City, MO)
- …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank ... 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
- KeyBank (Pittsburgh, PA)
- …+ FINRA License S66 or S63 and S65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and ... 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
- Truist (Vienna, VA)
- …degree in a business-related field + Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc + Completion of an established ... firm as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure… more
- Charles Schwab (Los Angeles, CA)
- …is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of ... advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management,...experience in the financial services industry (required) + Financial business… more
- Access Dubuque (Dubuque, IA)
- …SISCO Tax Senior Associate Eide Bailly Purchasing Agent Sedona Staffing Services Financial Planner Northwestern Mutual Financial Planning Internship ... bioscience industries. + Assisting project leaders with interviews with technical and financial personnel to identify qualifying R&D activities and costs. + Working… more
- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited… more
- Wells Fargo (New York, NY)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not limited… more
- Deloitte (Philadelphia, PA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax experience + A ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more