- Regions Bank (Birmingham, AL)
- …Strategist/Financial Planning experience **Preferences** + Doctor of Jurisprudence degree (JD) + Certified Financial Planner ( CFP (R)) + Master's of Law (LL.M.) ... skills + Excellent verbal and written communication skills + JD and/or CPA is highly preferred **Position Type** Full time **Compensation Details** Pay ranges… more
- Truist (Atlanta, GA)
- …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...to travel, occasionally overnight Preferred Qualifications: * MBA, JD, CPA , CFA or CFP * 5 years… more
- KeyBank (Columbus, OH)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to… more
- OWN - Our World Neighborhood Charter Schools (Howard Beach, NY)
- …Ideally an MBA + Certification as a Certified Public Accountant ( CPA ), or Certified Financial Planner ( CFP ), or Certified Financial Analyst ... (CFA) + 5+ Years of experience working in accounting, finance or related area, preferably in a nonprofit or educational environment + Mastery of GAAP + Supervisory Experience + The ability to travel to each school location (Astoria, Howard Beach, and Corona)… more
- KeyBank (Tarrytown, NY)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build… more
- Fifth Third Bank, NA (Commercial, NJ)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- Regions Bank (Dallas, TX)
- …Juris Doctorate (JD), Master of Laws (LLM/Estates), or Master of Business Administration (MBA) + Certified Public Accountant ( CPA ), Certified Trust ... and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary **Skills and Competencies** + Ability to create successful… more
- Regions Bank (Orlando, FL)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- Commerce Bank (Kansas City, MO)
- …required + Certified Financial Planner ( CFP ) designation required + Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) designation preferred For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. **Level of role is determined… more
- Edward Jones (St. Louis, MO)
- …+ CFP ( Certified Financial Planner) required. + Juris Doctorate (JD) or Certified Public Accountant ( CPA ) designation required. + Series 7, 66 ... to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/ public /index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) . **Hiring Minimum:** $163886 **Hiring Maximum:** $279048 Read… more
- Truist (Charlotte, NC)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification… more
- Truist (Boston, MA)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA , JD or MBA + Completion or enrollment in certification… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
- Deloitte (Columbus, OH)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding ... or must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Columbus, OH)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to perform job responsibilities ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more