- Eastern Bank (Manchester, NH)
- …business, finance, or equivalent education. + Bachelor and Law Degrees required. + Certified Trust & Financial Advisor (CTFA) and/or Trust School desirable, but ... business forward. + Strengthens and reinforces CTC's role as trusted advisor providing client-centered advice and guidance. **MAJOR RESPONSIBILITIES** **:** +… more
- Thrivent Financial (Appleton, WI)
- …high-touch client service while fulfilling fiduciary duties. As a trusted advisor , the Senior Personal Trust Officer builds lasting relationships with clients, ... advisors (eg, attorneys, CPAs), ensuring compliance with all relevant trust and tax laws. The role also identifies opportunities to deepen client relationships and… more
- General Dynamics Information Technology (Annapolis Junction, MD)
- …Family:** Software Engineering **Skills:** Communication,Design,Documentations **Certifications:** CompTIA Security + certified (DoD 8570 IAT Level II) - CompTIA - ... experience **US Citizenship Required:** Yes **Job Description:** Software Developer Advisor Deliver simple solutions to complex problems as a...plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for the financial advisor , the client and the client's legal and tax professionals (eg attorney or CPA). + Leverages planning software tools to provide modeling ... by management. + Required: Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) preferred. Other combination of designations… more
- General Dynamics Information Technology (Eglin AFB, FL)
- …Manager and/or Coordinator, directly supervise the PT Tech, PT Assistant, and/or Certified Athletic Trainer (ATC) within their scope of practice. + Participate in ... care provided to patients. Identify opportunities for improvement. + Serve as an advisor to the HP program Manager and/or Coordinator in matters related to injury… more
- City National Bank (Beverly Hills, CA)
- …credential or the ability to obtain within 24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to… more
- CUNY (Queens, NY)
- …CUNY IT policies and cybersecurity standards. * Serve as a technical advisor on ARTT initiatives, including onboarding, pilot programs, and academic partnerships. * ... (1) year of the required experience in "1," "2" or "3" above: **A.** Certified Information Systems Auditor (CISA) issued by ISACA; **and/or** **B.** Certified … more
- Bank of America (San Francisco, CA)
- …+ Certified Financial Planner (CFP) Designation + Accounting experience/Personal Tax Planning or CPA experience + Invested in personal development with the ... and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He… more
- Truist (Nashville, TN)
- …financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial ... Advisor team, contributing to the short and long-term strategic...applications such as Microsoft Office products Preferred Qualifications: + Certified Financial Planner Designation (CFP); CFA **General Description of… more
- City of Norfolk, Virginia (Norfolk, VA)
- …to serve in the Department of Parks and Recreation. + Performs as facilitator, advisor , and technical expert in terms of natural resources and management for the ... + Master's degree preferred. Additional Information & Requirements + Certified Park and Recreation Executive (CPRE) + Certified...salary toward your retirement benefit. This will be a pre- tax payroll deduction. If you are hired January 1,… more