- Deloitte (Morristown, NJ)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… more
- The Goodyear Tire & Rubber Company (Akron, OH)
- …and other customer commitments. This position will be a strategic and trusted advisor to Goodyear leadership across the Global Operations teams, the Law ... Compliance will provide competent, practical and timely legal advice concerning global trade and regulatory compliance matters, including international trade, import… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …managers, strategic business planning, and rigorous research to provide innovative, client -focused offerings that drive advisor success. **Job Summary** Join ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be...of merit and business needs. **Department Overview** Raymond James Global Wealth Solutions (GWS) delivers a premier platform of… more
- JPMorgan Chase (Boston, MA)
- …JP Morgan, we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using ... progress on our mission: to break down barriers to financial progress for financial advisors and their...standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to… more
- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- JPMorgan Chase (New York, NY)
- … client base. **Job responsibilities** + Lead forward an advisor -focused content strategy with measurable impact. This includes creating a blueprint ... a subject matter expert in finance, is passionate about financial literacy and has extensive writing and/or journalism experience...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- JPMorgan Chase (New York, NY)
- …our Online Investing business and supports investors in achieving their long-term financial goals. As a trusted advisor , you'll drive innovative solutions ... Management & Market Surveillance, you'll play a vital role in supporting our financial risk strategy and ensuring robust market surveillance. This is an excellent… more
- JPMorgan Chase (New York, NY)
- …on key business decisions and major change initiatives + Develop deep trust-based advisor relationships with key stakeholders and ensure client is satisfied ... multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations. As a Principal Technical Program Manager in Asset &… more
- Vanguard (Chesterbrook, PA)
- …Audit & SOX department is hiring a Senior Manager in Audit Services for the Global Investment and Financial Audit Services (GIFAS) team! This is a high-impact, ... management, trading, and enterprise risk management functions. As a trusted advisor , you'll influence senior leadership and help strengthen Vanguard's global… more
- Publicis Groupe (New York, NY)
- …a trusted advisor and foster strong, long-lasting relationships. + Understand client goals and objectives with accountability for the success of projects and ... **Overview** The Account Director will play a pivotal role in managing client relationships, leading strategic initiatives, and driving business growth. This role… more
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