- TEKsystems (Fort Worth, TX)
- Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement Income Planning strategies with an ... and other sources. + Fundamental principles of Social Security and Medicare planning + Military and Federal employee benefits relating to retirement planning… more
- TEKsystems (Fort Worth, TX)
- Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an ... and other sources. o Fundamental principles of Social Security and Medicare planning o Military and Federal employee benefits relating to retirement planning… more
- Guardian Life (Jackson, MS)
- …is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to our ... estate tax reductions strategies + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a… more
- Truist (Winston Salem, NC)
- …+ At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or equivalent advanced knowledge course of study + Ability to ... review the following job description:** Carry out Advice & Planning strategy and support Truist by increasing the capability,...clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional… more
- Deloitte (San Juan, PR)
- …Deloitte's Business Tax Services (Federal tax) practice. What you'll do As a Tax Consultant within the Business Tax Services group, you will be a valuable member on ... for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities will include:...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of new service offerings. **Knowledge, Skills, and Abilities** **Knowledge of** + Advanced concepts of private wealth management planning ; investment management; ... complexities of ultra-high net worth families needs, including estate and legacy planning ; tax strategies and charitable planning ; business transition … more
- Financial Partners Credit Union (Long Beach, CA)
- … and client management. Preferred Qualifications: + Certified Financial Planner ( CFP ) or other advanced financial certifications. + Extensive knowledge ... Full Time Job Description Job Summary: As a Financial Consultant at our credit union, you will play a...of $66K + competitive commission Key Responsibilities: + Financial Planning and Analysis: Conduct thorough analysis of members' financial… more
- Jackson National Life Insurance Company (Nashville, TN)
- …upon hire required.** **Possesses or is actively pursuing industry designations or advanced degree. (CFA, CFP , CIMA, etc) preferred.** We don't just ... to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a business plan to achieve… more
- HUB International (Rockville, MD)
- …Provide ongoing support and training for internal teams and external partners on advanced planning concepts and tools. **Qualifications & Skills:** + Bachelor's ... taxation. **Position Overview:** We are seeking a highly skilled ** Advanced Markets Sales Support Consultant ** to provide...related field** . + 3+ years of experience in ** advanced markets, life insurance sales support, financial planning… more
- Navy Federal Credit Union (Sandy Springs, GA)
- …analysis software tools Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of Navy Federal's ... Participate in development and implementation of new/enhanced processes and financial planning + Participate in on-site audits of registered duties, documentation,… more