- Deloitte (San Juan, PR)
- …+ 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
- Deloitte (Chicago, IL)
- …+ 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 (Chicago, IL)
- …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
- 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
- KeyBank (Naples, FL)
- …+ FINRA Series 7 and 66 (or 63 & 65) (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
- 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
- M&T Bank (Burlington, VT)
- …degree in Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner ) certification Proven experience working ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- M&T Bank (Paramus, NJ)
- …sharing knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust ... Required:** Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of...and/or work experience, including a minimum of 2 years' financial service client service experience Strong customer service skills… 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 ... more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + Certified Financial Planner (R) designation required. + Series 7,… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …or grandfathering cannot be applied. * Series 7. * Series 63, 65 and/or 66 as required by state. * Certified Financial Planner ( CFP ) designation preferred. ... **Job Summary** A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are… more