- PNC (Erie, PA)
- …and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Pittsburgh, ... Legal background would be beneficial (JD is not required) - CTFA designation or CFP would be beneficial PNC will not provide sponsorship for employment visas or… more
- Edward Jones (Tempe, AZ)
- …presentation and communication skills + Exceptional organizational skills + Understanding of Financial Advisor and Branch Team Support Member(s) structure + ... help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office and third-party...and developing tailored solutions. + Ability to support a financial advisor in evaluating solutions-based strategies for… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- KeyBank (Salt Lake City, UT)
- …experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- KeyBank (Naples, FL)
- …+ FINRA Series 7 and 66 (or 63 & 65) (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- KeyBank (Akron, OH)
- …FINRA License S63 () and + FINRA License S65 (preferred) + Certified Financial Planner ( CFP ) (preferred) + Certified Investment Management Analyst (CIMA) ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment… more
- Coldstream Wealth Management (Mercer Island, WA)
- Job Descriptions: If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth ... could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. This position has… more
- Deloitte (Princeton, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Boston, MA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring,"… more
- Deloitte (Raleigh, NC)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more