• Private Wealth Strategist - JD/ CPA

    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.) ... more
    Regions Bank (02/17/25)
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  • Private Client Advisor

    Commerce Bank (Leawood, KS)
    …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... more
    Commerce Bank (03/18/25)
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  • Wealth Management Advisor II

    Fifth Third Bank, NA (Grand Rapids, MI)
    …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... more
    Fifth Third Bank, NA (04/17/25)
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  • Premier Region Director

    Truist (Dallas, TX)
    …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... more
    Truist (04/17/25)
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  • Key Private Bank Relationship Manager

    KeyBank (Salt Lake City, UT)
    CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... more
    KeyBank (04/15/25)
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  • Private Wealth Management Trust Advisor

    Regions Bank (Atlanta, GA)
    …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... more
    Regions Bank (04/04/25)
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  • Director-Finance

    City of Long Beach (Long Beach, CA)
    …of the position may be substituted for the required education on a year-for-year basis. + Certified Public Accountant ( CPA ), Certified Management ... more
    City of Long Beach (04/02/25)
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  • Wealth Management Consultant - Commerce Trust

    Commerce Bank (Kansas City, MO)
    …required + Certified Financial Planner ( CFP ) designation required + Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... more
    Commerce Bank (03/13/25)
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  • Key Private Bank Senior Relationship Manager

    KeyBank (Boston, MA)
    CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... more
    KeyBank (03/09/25)
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  • Tax Consultant II - Business Tax Services…

    Deloitte (San Juan, PR)
    …+ Licensed attorney + Enrolled agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... more
    Deloitte (02/22/25)
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  • Wealth Advisor

    Truist (Charlotte, NC)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... more
    Truist (04/12/25)
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  • Wealth Advisor

    Truist (Chattanooga, TN)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... more
    Truist (04/02/25)
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  • CACFP Fiscal Compliance Specialist

    State of Colorado (Denver, CO)
    …CO Job Type Full Time Job Number FAA00321-04/02/25 Department Department of Public Health & Environment Division Prevention Services Division Opening Date 04/02/2025 ... more
    State of Colorado (04/03/25)
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  • Private Client Advisor

    Umpqua Bank (Greenwood Village, CO)
    …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking ... more
    Umpqua Bank (04/04/25)
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  • Private Client Advisor

    Umpqua Bank (Portland, OR)
    …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking ... more
    Umpqua Bank (02/21/25)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, ... more
    Deloitte (04/13/25)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Columbus, OH)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... more
    Deloitte (04/13/25)
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  • Tax Senior Manager - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... more
    Deloitte (04/09/25)
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  • Tax Senior - Nat'l Federal Tax Services…

    Deloitte (Columbus, OH)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... more
    Deloitte (03/20/25)
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  • Tax Senior - Real Estate Tax (Central Region…

    Deloitte (Columbus, OH)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding ... more
    Deloitte (03/10/25)
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