- M&T Bank (Burlington, VT)
- …Business Administration) CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner ) certification Proven experience working with high net ... of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based,… more
- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **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 (Boston, MA)
- …professional designations/licenses, such as JD, MBA, MS in Taxation, or CPA, Certified Financial Planner (CFP), and/or Chartered Financial Analyst (CFA) ... **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
- Deloitte (Omaha, NE)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... 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 of ... 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
- The City of Rochester, MN (Rochester, MN)
- …ledger accounting, financial and regulatory reporting; and the supervision of Senior Financial Analysts as well as general accounting, accounts payable, ... insight and supervision to assigned staff. + Supervise the Senior Financial Analysts and general accounting, billing...Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor… more
- M&T Bank (Paramus, NJ)
- …knowledge and skills with team members **Education and Experience Preferred:** CFP (Certified Financial Planner ) and/or CTFA (Certified Trust & Financial ... 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
- Deloitte (Boston, MA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... 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
- The City of Rochester, MN (Rochester, MN)
- …Certified Financial Manager (CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner (CFP) + Certified Internal Auditor (CIA) + Enrolled Agent ... statements. + Monitor progress and changes and keep senior leadership abreast of RPU's financial status. + Support the Director Corporate Services in engaging… more
- Deloitte (San Juan, PR)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... 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