- First Horizon Bank (Lafayette, LA)
- …in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. ... support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner… more
- Deloitte (Los Angeles, CA)
- …+ Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Certified SAFe Architect + Certified SAFe Agile Software Engineer + Certified … more
- KeyBank (Cleveland, OH)
- …ethics, judgement, and maturity, both professionally and personally. **Certifications (Preferred)** + Certified Fiduciary & Investment Risk Specialist (CFIRS) + ... ensures adherence to applicable laws, regulations, and internal policies governing investment advisory, brokerage, trust, swap dealer and private banking services.… more
- Truist (Nashville, TN)
- …financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial ... Advisor team, contributing to the short and long-term strategic...to the overall planning process to avoid ad hoc investment products and savings. + Development of the household… more
- Deloitte (Indianapolis, IN)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel ... As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our clients include investment … more
- Deloitte (Morristown, NJ)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients...spectrum of tax services to a broad range of Investment Management companies. Our clients include investment … more
- M&T Bank (Washington, DC)
- …executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and ... financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong interpersonal… more
- KeyBank (Amherst, NY)
- …(eg - CFIRS ( Certified Fiduciary & Investment Risk Specialist), CTFA ( Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and ... management products and services (eg - trust, private banking, securities/ investment management) as well as trust/fiduciary related compliance, operations, and… more
- Treasury, Departmental Offices (Washington, DC)
- Summary The incumbent serves as International Tax Counsel and principal legal advisor to the Assistant Secretary for Tax Policy and the Secretary on all ... international tax matters, including legislation, taxation of foreign income and investment , and negotiation of tax treaties. The position serves as a member of… more
- M&T Bank (Wilmington, DE)
- …executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs ( Certified Public Accountants), and ... financial services industry including technical trust and planning experience CTFA ( Certified Trust and Financial Advisor ) certification Strong interpersonal… more