- Regions Bank (Little Rock, AR)
- …Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... 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
- Commerce Bank (Leawood, KS)
- …fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other… more
- Citizens (Holmes, PA)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... financial situation, becoming the client's trusted relationship manager + Engage with Certified Financial Planners and Financial Advisors to create and analyze the… more
- Huntington National Bank (Grand Rapids, MI)
- …to complex Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- Berkshire Bank (Glastonbury, CT)
- …to and required by one's duties. **Education:** + BA or equivalent degree + Certified Trust and Financial Advisor (CTFA) preferred **Experience:** + 5 + years' ... **Position** : VP, Wealth Advisor & Trust Officer **Location** : Glastonbury, CT **Division:** Asset Management **Department:** Berkshire Wealth Management **Reports… more
- Citizens (Naples, FL)
- …with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private Client team. They ... this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's… more
- Southern States Cooperative, Inc (Frederick, MD)
- …or the ability to obtain: Commercial Driver's License, Commercial Pesticide Applicator License, Certified Crop Advisor License, Certified Feed Advisor ... License Requirements -- degree of expertise increases with grade level RETAIL SALES: * Able to effectively apply knowledge of a variety of seed, fertilizer, crop protectant, and feed products and services in order to accurately answer questions and make… more
- Bayer (Kihei, HI)
- …10 years of experience; + Experience with precision equipment and software; + Certified Crop Advisor or Certified Professional Agronomist certification. ... Domestic relocation may be provided for this role Employees can expect to be paid a salary between $92,618.40to $138,927.60. Additional compensation may include a bonus or commission (if relevant). Other benefits include health care, vision, dental,… more
- Deloitte (Tempe, AZ)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Proven ability to ... cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for… more
- M&T Bank (Wilmington, DE)
- …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
- Charles Schwab (Lone Tree, CO)
- …and be accountable to DAFgiving360 for day-to-day activities. The Product Manager for advisor services will support the advisor product segment with emphasis on ... trading platforms. The role is essential in synthesizing the advisor insights and crafting a strategic product roadmap and...relevant field (eg business, computer science) + SAFE Agile Certified PO/PM or SAFE Certified Agilist Preferred… more
- Nelnet (Columbus, OH)
- …world class information cybersecurity & compliance services. The Security Advisor provides information security and compliance consulting services using accepted ... DSS, CMMC, GDPR, FERPA, HIPAA/HITECH, GLBA, and FCRA Red Flags. The Security Advisor will gather and analyze customer information, make remote and/or physical site… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing ... partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research skills +… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience + Self-starter with demonstrated ability to… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate ... basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences +… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Columbus, OH)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial… more
- Deloitte (Columbus, OH)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
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