- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a Sales Manager to join our Individual Solutions team. In this role, you'll lead a team of Investment Advisor Representatives ... Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner ( CFP ) supported and encouraged for growth and development + Using data analysis… more
- CIBC (Atlanta, GA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Senior Relationship Manager , you'll focus on growing direct revenue, retaining high-net-worth ... Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP , or JD. + Wealth management expertise: Bring 15+ years of experience in… more
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of… more
- Guardian Life (Holmdel, NJ)
- As Manager , Life Insurance & Annuity Product Competition, you will lead a team of professionals that provide the Guardian field force with life insurance sales and ... speaking. + Four-year college degree or equivalent business experience + CLU, ChFC, CFP , RICP, or other professional designations are a plus. + Understanding of the… more
- Deloitte (Mclean, VA)
- …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (San Diego, CA)
- …Deloitte's Business Tax Services Tax-Exempt practice! What You'll Do As a Tax Manager within the Tax-Exempt practice, you will spend at least half (potentially 100%) ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
- Citigroup (New York, NY)
- …and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset ... business, or related field (required). Advanced degrees (JD, LL.M.) or certifications ( CFP (R)) are preferred. + 15+ years of experience in wealth management,… more
- Zions Bancorporation (Irvine, CA)
- …role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a base salary in the range of ... $150,000 - $235,000 annually depending on job related factors such as level of experience and location. **Req ID:** 067419 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all… more
- Deloitte (San Diego, CA)
- …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
- Deloitte (Austin, TX)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
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