- M&T Bank (New York, NY)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public ... Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Demonstrated in-depth product knowledge Excellent sales skills Excellent relationship management skills M&T Bank is committed to fair, competitive, and market-informed pay for our… more
- Atria Wealth Solutions (Leavenworth, KS)
- …Financial Services, LP. visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP, ... Financial Services, L. P. is seeking a Licensed Financial Advisor in the Leavenworth, KS area....industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE… more
- Deloitte (Stamford, CT)
- …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the forefront of this movement, using our extensive and growing… more
- Deloitte (Mclean, VA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... 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 (Hartford, CT)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Tampa, FL)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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
- Deloitte (Stamford, CT)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Regions Bank (Nashville, TN)
- …+ Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust,...Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Deloitte (Mclean, VA)
- …+ If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Mclean, VA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Eastern Bank (Portsmouth, NH)
- …business is a plus + Completion of multi-year Trust School program preferred. + Certified Trust & Financial Advisor ("CTFA") designation preferred. + Minimum ... lines of business within Bank to fully serve clients' financial needs. + Participates in required annual Administrative Reviews...7 years' experience in financial services, including 4 years of direct client management.… more
- Hills Bank (Cedar Rapids, IA)
- … Financial Planner (CFP), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified Employee ... The primary focus of this position is providing retirement and financial planning for both individual and institutional customers. ACCOUNTABILITIES: Account… more
- M&T Bank (Radnor, PA)
- …Preferred:** Juris Doctor (JD) or Master's degree in Business Administration (MBA) CFTA ( Certified Trust and Financial Advisor ) and/or CFP ( Certified ... their needs to add value to client relationships by serving as trusted advisor to resolve existing issues, pro-actively anticipate issues and take preventive action… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Boston, MA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... You'll Do As a Tax Senior Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a client in the securities and financial services industries. You will work directly with the… more
- Deloitte (Columbus, OH)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more