- Robert Half Finance & Accounting (Reno, NV)
- …regulations and standards * Bachelor's degree in Accounting, Finance, or related field preferred * Certified Public Accountant ( CPA ) or Certified ... Business, Finance, Accounting, or Law is preferable). Additional certification (ie JD /MBA/CTFA/ CFP / CPA )is strongly preferred. . 8+ years of trust administration… more
- Commerce Bank (Leawood, KS)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... both from an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Commerce Bank (Kansas City, MO)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... both from an advisory and fiduciary perspective preferred + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Commerce Bank (St. Louis, MO)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... to trust, wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Fifth Third Bank, NA (Columbus, OH)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- Truist (Marietta, GA)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ). 5. Previous experience ... as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability… more
- M&T Bank (Wilmington, DE)
- … Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) certification **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular combination… more
- Bankers Trust (Phoenix, AZ)
- …Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant ( CPA ) (or other industry certifications) ... . Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals… more
- Regions Bank (Birmingham, AL)
- …qualify **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- Zeiders Enterprises, Inc (Woodbridge, VA)
- …ability to serve as a tax consultant + Certification as an Enrolled Agent or Certified Public Accountant + National certification as an Accredited Financial ... Counselor(R) (AFC), Certified Financial Planner(R) ( CFP ), or Chartered Financial Consultant(R) (ChFC) + Experience providing financial counseling/consultation… more