- Deloitte (Cleveland, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- Deloitte (Richmond, VA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big ... your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution… more
- JPMorgan Chase (San Francisco, CA)
- …within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with Financial Advisors, acting as ... and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and… more
- Edward Jones (Dallas, TX)
- …complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these questions, ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning...Planner will serve as a conduit between the financial advisor , client and the home office stakeholders and is… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Posting: Wealth Manager & Senior Wealth Manager A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and is seeking ... the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients + Deliver customized financial planning...of 5 years of experience in financial planning or investment advisory + CFP(R) ( Certified Financial Planner)… more
- Vanguard (Malvern, PA)
- …investors, to treat them fairly, and to give them the best chance for investment success. Known for our strong ethical business practices and client focus, Vanguard ... and experience with broker-dealer regulations is required, while familiarity with investment adviser, investment company and state regulations will complement… more
- Deloitte (Costa Mesa, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Truist (Vienna, VA)
- …and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the region. Essential Duties and ... as necessary with a strong focus on diversity, and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- KeyBank (Brooklyn, OH)
- …- CFIRS ( Certified Fiduciary & Investment Risk Specialist), CTFA ( Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the ... must have comprehensive knowledge of wealth management, fiduciary/trust, broker-dealer, and investment management as well as a strong understanding of audit and/or… more