• Senior Wealth Advisor

    HUB International (Albuquerque, NM)
    … financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
    HUB International (09/26/25)
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  • Senior Wealth Strategist

    Fifth Third Bank, NA (Lexington, KY)
    …for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process… more
    Fifth Third Bank, NA (09/30/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (Philadelphia, PA)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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 (08/20/25)
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  • Tax Senior , Private Equity

    Deloitte (Los Angeles, CA)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
    Deloitte (10/04/25)
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  • Tax Senior - Insurance Tax

    Deloitte (Charlotte, NC)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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 (08/18/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Miami, FL)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... 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
    Deloitte (08/21/25)
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  • Tax Senior - Real Estate

    Deloitte (Salt Lake City, UT)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
    Deloitte (10/04/25)
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  • Tax Senior - Sustainability - Renewable…

    Deloitte (Las Vegas, NV)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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 (08/21/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (Atlanta, GA)
    …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
    Wells Fargo (10/01/25)
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  • Senior Lead Wealth Planning Strategist

    Wells Fargo (New York, NY)
    …and/or professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner ( CFP ), and/or Chartered Financial Analyst ... **About this role:** The Senior Lead Wealth Planning Strategist plays a significant...military experience, education **Desired Qualifications:** + 10+ years comprehensive financial planning experience with U/HNW clients, including, but not… more
    Wells Fargo (10/01/25)
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