• Private Banking Advisor

    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
    Comerica (06/21/25)
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  • Senior Financial Analyst, EC2 Pricing Finance

    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
    Amazon (06/21/25)
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  • Financial Advisor

    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
    Atria Wealth Solutions (05/24/25)
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  • Sr Financial Analyst, Selling Partner Services…

    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
    Amazon (08/03/25)
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  • State and Local Tax Manager - Indirect Tax

    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 (08/02/25)
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  • State and Local Tax Senior Manager - Income…

    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
    Moss Adams LLP (08/02/25)
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  • Business Transition & Advisory Strategist

    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
    BMO Financial Group (08/01/25)
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  • Finance Manager, AWS Database Finance

    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
    Amazon (07/31/25)
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  • Private Client Manager II

    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
    Bank of America (07/30/25)
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  • Private Banking Advisor

    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
    CIBC (07/30/25)
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