- Robert Half Finance & Accounting (Reno, NV)
- …regulations and standards * Bachelor's degree in Accounting, Finance, or related field preferred * Certified Public Accountant ( CPA ) or Certified ... Business, Finance, Accounting, or Law is preferable). Additional certification (ie JD /MBA/CTFA/ CFP / CPA )is strongly preferred. . 8+ years of trust administration… more
- 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 ... both from an advisory and fiduciary perspective required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Commerce Bank (St. Louis, MO)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... to trust, wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your… more
- Fifth Third Bank, NA (Columbus, OH)
- …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
- Truist (Naples, FL)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ). 5. Previous experience ... as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability… more
- M&T Bank (Wilmington, DE)
- … Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) certification **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular combination… more
- Bankers Trust (Phoenix, AZ)
- …Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant ( CPA ) (or other industry certifications) ... . Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals… more
- Regions Bank (Birmingham, AL)
- …qualify **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
- Zeiders Enterprises, Inc (Woodbridge, VA)
- …ability to serve as a tax consultant + Certification as an Enrolled Agent or Certified Public Accountant + National certification as an Accredited Financial ... Counselor(R) (AFC), Certified Financial Planner(R) ( CFP ), or Chartered Financial Consultant(R) (ChFC) + Experience providing financial counseling/consultation… 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
- Citizens (Fort Washington, PA)
- …more than three decades Clarfeld's team of CFAs, CPAs, attorneys, and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... work with different advisors and departments Education/Certifications: + Bachelors Degree required + CFP Strongly Preferred - If the candidate does not have the … 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)
- …+ 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)
- …+ 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 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 Masters ... clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and outside basis computations, section 704(c) and section… 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
- 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: + Previous Big 4 experience or ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… 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