• US Experienced Financial Advisor

    Edward Jones (Fort Lauderdale, FL)
    …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... more offices in the US and Canada than any other investment firm , serving over eight million clients. Our financial advisors are a valued part of our firm ,… more
    Edward Jones (06/11/25)
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  • Merrill Experienced Financial Advisor

    Bank of America (Orlando, FL)
    …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...client needs + Maintain a robust knowledge of the firm 's latest planning tools, techniques and strategies + Establish… more
    Bank of America (07/08/25)
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  • Wealth Management Advisor

    TIAA (Coral Gables, FL)
    …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... fueled by world-class asset management. But weʼre not just another legacy financial services firm . Weʼre fighting harder than ever before for our clients and the… more
    TIAA (07/02/25)
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  • Wealth Management Associate with Future Leadership…

    Equitable (Tampa, FL)
    …your business + Opportunity to earn specialized designations such as Certified Financial Planner (CFP(R)) **Compensation & Benefits** + Unlimited earning ... help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build… more
    Equitable (05/21/25)
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  • Planning Assistant

    Raymond James Financial, Inc. (Fort Myers, FL)
    …+ Significant experience in processing securities typically gained by working for a brokerage firm , trust company, financial planner or bank + Exceptional ... Uhler Vertich White Advisors is a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical role in… more
    Raymond James Financial, Inc. (07/25/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (Palm Beach, FL)
    …that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients * an Insurance Specialist for certain clients ... or equivalent. + CFP or CFA designation. Chase is a leading financial services firm , helping nearly half of America's households and small businesses achieve… more
    JPMorgan Chase (05/17/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Tampa, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (05/24/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jacksonville, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more
    Deloitte (06/23/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Tampa, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...and/or LLM + Previous Big 4 or large CPA firm experience + Knowledge of fund accounting and general… more
    Deloitte (05/22/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Miami, FL)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...and/or LLM + Previous Big 4 or large CPA firm experience + Experience working in a fast-paced, team… more
    Deloitte (05/22/25)
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