- Fifth Third Bank, NA (Cincinnati, OH)
- …AND ABILITIES: + Knowledge of Private Banking, Brokerage, Insurance and/or Trust + CFP, CPA , or JD + Graduate degree in business, financial services, accounting, ... law, or other related discipline Senior Wealth Planning Analyst Total Base Pay Range 69,800.00 - 143,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers,… more
- KeyBank (Chicago, IL)
- …and delivering on the ultra-high net worth market expectations PREFERRED QUALIFICATIONS * JD , CPA , CFA, CFP or Master's Degree * Demonstrated new business ... **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater… more
- CIBC (Houston, TX)
- …is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA, CFP, CFA, JD , CTFA, CPA + 10+ years of experience in wealth management or a ... national sales strategies. + Develop personal referral source networks (attorney, accountant , banker, etc.), calling on individuals and institutions to build… more
- Amazon (Seattle, WA)
- …financial savings, operational improvements, or customer benefits) experience - MBA, or CPA - Knowledge of SQL/ETL - Experience working with large-scale data mining ... MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) Amazon is an equal opportunity employer and does not discriminate… more
- Amazon (Seattle, WA)
- …standardize or simplify finance or business tools and processes experience - MBA, or CPA - Knowledge of SQL/ETL - Experience working with large-scale data mining and ... MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) Amazon is an equal opportunity employer and does not discriminate… more
- Hologic (Marlborough, MA)
- …written and verbal communication skills **Education & Experience:** + Bachelor's Degree and CPA , with Masters in Taxation or JD preferred Experience + At ... expect:** + At least 7 years multinational corporate or public accounting firm experience working with ASC 740 involving...least 7 years in multinational corporate and public accounting firm experience, either managing the income tax… more
- Amazon (Seattle, WA)
- …(engineering, process re-engineering, quality assurance) experience Preferred Qualifications - MBA, or CPA - Knowledge of Tableau - 4+ years of applying key ... MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) Amazon is an equal opportunity employer and does not discriminate… more
- Comerica (Phoenix, AZ)
- …+ Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA , JD , or MBA About Comerica We know our employees are critical to our overall ... success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for… more
- Bank of America (Bloomfield Hills, MI)
- …days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Additional Skills Used in ... this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline… more
- US Bank (Kansas City, MO)
- …+ Professional designations are strongly desired and may include, but are not limited to: JD , CPA , CTFA, and/or CFP. If there's anything we can do to accommodate ... a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and… more
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