- TEKsystems (Fort Worth, TX)
- Forth worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of Financial Services Experience Sales ... Facing Experience Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning… more
- Guardian Life (Carson City, NV)
- …Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant . We are an organization providing superior case ... platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients...Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning… more
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant , you'll be part of a team advising our Personal Advisor Wealth Management (PAWM) ultra-high net worth clients and their families ... through their unique and complex investment journeys by providing advanced estate planning , income tax and financial...required. Master's in taxation, JD, or CPA preferred. + CFP preferred. Special Factors Sponsorship Vanguard is not offering… more
- US Bank (Gresham, OR)
- …and discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice as it works ... who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite...to a full product suite and a light Financial Planning tool, while it works with existing clients within… more
- Jackson National Life Insurance Company (Nashville, TN)
- …of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the ... an internal associate, please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Advanced Planning Director will support and promote the sale… more
- Truist (Norcross, GA)
- …Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- Deloitte (Tulsa, OK)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts… more
- M&T Bank (Bear, DE)
- …licenses **Education and Experience Preferred:** Previous trust/fiduciary product, Financial Planning , Managed Accounts or insurance experience CFP (Certified ... customers for the high net worth segment, utilizing experts in Financial Planning , Carriers, Wholesalers in Insurance and Managed Accounts. Utilize COIs (Centers of… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will...for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include:… more
- Deloitte (Jersey City, NJ)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... practice. What you'll do As an Insurance Tax Senior Consultant within the Business Tax Services group, you will...for tax return preparation + Assisting with strategic tax planning including researching federal tax law and drafting technical… more