- Deloitte (Kansas City, MO)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Omaha, NE)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- M&T Bank (Paramus, NJ)
- … CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail and ... as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business partners in process workflow… more
- Deloitte (San Juan, PR)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Chicago, IL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
- Deloitte (Chicago, IL)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Business Tax Services (Federal tax) practice! What you'll do As a Tax Senior within the Business Tax Services group, you will provide federal tax consulting… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …rather than client acquisition. We are an expanding team that currently includes a Senior Advisor , Associate Advisor , and Registered Client Service Associate ... base salary.** **Essential Duties and Responsibilities** * Partners with Financial Advisor to review clients' current portfolio...* Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation… more
- Vanguard (Minneapolis, MN)
- …our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as ... the Midwest area. This role is part of a senior sales team and maintains a 1:1 partnership with...exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset… more
- Bank of America (San Francisco, CA)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of ... pricing of the competition. ESSENTIAL JOB FUNCTIONS Advisory * Senior level advisor who has significant depth,...a deep knowledge of our Family Wealth client's entire financial and family situation. Sales * Serves as the… more