- KeyBank (Albany, NY)
- …63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- KeyBank (Seattle, WA)
- …63 & 65) (required) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- JPMorgan Chase (Fayetteville, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Banco Popular Puerto Rico (San Juan, PR)
- …CIMA(R) ( Certified Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor ), CFA(R) (Chartered Financial Analyst(R)), ChFC ... to individual and corporate clients, assisting them in achieving their investment goals. This includes assessing financial needs, recommending suitable products and… more
- Deloitte (Tampa, FL)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.?… more
- Deloitte (Miami, FL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- KeyBank (Salt Lake City, UT)
- …and Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will… more
- Google (Mountain View, CA)
- …Statistics, or another quantitative field, or equivalent practical experience. + Certified Public Accountant (CPA) or Chartered Accountant (CA) or Chartered ... strengths and risks involved in a given acquisition or investment opportunity. As part of this team, you will...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Deloitte (Milwaukee, WI)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations ... strategies. + Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services;… more