- Merck & Co. (Durham, NC)
- …integration of new/existing technologies, customer service, resource utilization, financial performance and fiscal stewardship. GENERAL PROFILE Demonstrates ... with appropriate training and project assignmentsManages the area succession plan FINANCIAL MANAGEMENT Assists Engineering & Maintenance Lead with managing the… more
- Berkshire Bank (Boston, MA)
- **Position** : VP, Investment Advisor & Financial Planner **Location** : Boston, MA **Division:** Asset Management **Department:** Berkshire Wealth ... implementing and delivering a full range of services to clients, including financial planning, investment advising, and fiduciary services. Thrives in a growth and… more
- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner , Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...Job Duties - + Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- Atria Wealth Solutions (Traverse City, MI)
- …LP (Member FINRA/SIPC). EOE Relevant Word Search: Sales Assistant, Registered Representative, Advisor , Adviser, Certified Financial Planner , CFP, ... partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment...preferably in a bank or credit union + Certified Financial Planner designation preferred (CFP) CUSO … more
- Regions Bank (Birmingham, AL)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Deloitte (Birmingham, AL)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Philadelphia, PA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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
- Deloitte (Stamford, CT)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
