- Comerica (Dallas, TX)
- …+ 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 ... Bachelor's degree in Business, Economics, or Finance + 7 years of experience sales and client management experience in Wealth Management and a demonstrated ability… more
- Amazon (Seattle, WA)
- …Key job responsibilities - Partner with Amazon EC2 product and sales management leadership team to develop a strategic roadmap for pricing ... partners across the AWS organization, including product managers, engineering leaders, sales and business development leadership, internal AWS and Amazon retail… more
- Atria Wealth Solutions (King, NC)
- …+ North Carolina Life, Accident and Health Insurance License required. + CFP, ChFC, JD , CPA or similar designation currently held of actively pursuing strongly ... goals. + Provide regular feedback to the investment group management regarding sales practices and business development initiatives. + Represent the firm in… more
- Amazon (Bellevue, WA)
- …Fulfillment Network (MFN) channels. With Sellers contributing to over 50% of Amazon's online sales , 3P Fee strategy is integral to Amazon's ability to deliver on its ... field (eg, engineering, math, computer science) Preferred Qualifications - MBA, or CPA - 4+ years of identifying, leading, and executing opportunities to improve,… more
- Moss Adams LLP (CA)
- …in accounting, finance or related field preferred; Master's Degree in taxation or JD /LLM preferred + CPA and/or licensed attorney strongly preferred. If not ... needs + Perform technical review and analysis of multistate sales , use, and gross receipts tax issues such as...Minimum of 4 years of related tax experience required; public accounting experience preferred + Previous experience performing tax… more
- Moss Adams LLP (CA)
- …in accounting, finance, or related field preferred; Master's Degree in taxation or JD /LLM preferred + CPA , bar membership or equivalent credential required. If ... co-author state and local tax alerts + Participate in public speaking opportunities at state tax conferences and events...not certified , must meet educational requirements to obtain license upon… more
- BMO Financial Group (CA)
- …+ Seasoned professional with a combination of education, experience and industry knowledge (CFP, JD /LL.M, CPA , CEPA). + Influence skills - In-depth / Expert. + ... process, planning and assist with client/prospect development + Serve as Public Speakers for internal and external presentations to colleagues, clients and… more
- Amazon (Arlington, VA)
- …upstream and downstream organizations 4. Partner with finance, business, and sales teams across AWS to standardize, streamline, and prioritize improvements, remove ... financial savings, operational improvements, or customer benefits) experience - MBA, or CPA - Experience working with large-scale data mining and reporting tools… more
- Bank of America (Frisco, TX)
- …day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Client ... credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must + Present to clients a holistic… more
- CIBC (Newport Beach, CA)
- …degree or certification including MBA, JD , formal credit training, CFP, CFA, CTFA or CPA preferred. + Series 7, 63 and 65, or 66, will not be held or required. ... and reflects the CIBC brand. **Who you are** + A highly dynamic sales professional with a successful track record of business development, relationship management,… more
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