- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... 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
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Deloitte's Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide… more
- Deloitte (San Francisco, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, ... 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
- KeyBank (Salt Lake City, UT)
- …+ FINRA Series 7 and 66 (or 63 & 65) (required) + 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
- KeyBank (Salt Lake City, UT)
- …development experience with proven results (required) **Licenses and Certifications** + Certified Financial Planner ( CFP ) (preferred) + Certified Investment ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- Deloitte (Fresno, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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 (Los Angeles, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... 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
- Vanguard (Malvern, PA)
- …Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading ... to grow your career. By applying to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard Advisor, You Will: + Establish,… more
- M&T Bank (Wilmington, DE)
- …(JD Juris Doctor) Bachelor's degree in Business, Finance, Accounting or Statistics Certified Financial Planner ( CFP ) and/or Certified Trust & Financial ... Required:** Bachelor's Degree and a minimum of 3 years' financial services work experience, OR in lieu of a...and/or work experience, including a minimum of 3 years' financial services work experience Demonstrated success operating in a… more
- Deloitte (Indianapolis, IN)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more