- Fidelity TalentSource LLC (Edina, MN)
- …clients identify long term objectives and develop strategies for achieving them.Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 ... Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients...on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for… more
- The George Washington University (Washington, DC)
- …Board of Trustees, the President, and the Executive Vice President and Chief Financial Officer, this position provides the leadership and direction for the Internal ... the day-to-day activities of the IAS in planning and performing financial , operational, compliance, and information technology audits. Coordinates IAS activities in… more
- Fidelity TalentSource LLC (Edina, MN)
- …will help support the long-term objectives of our most sophisticated clientele.Certifications: Certified Financial Planner \u00AE / CFP-\u00AE - Issuing ... a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary… more
- Fidelity TalentSource LLC (Redmond, WA)
- …the application window closes when the position is filled or unposted.Certifications: Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, ... Job Description:Investment Consultant You joined the financial services industry to make a difference in...investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity… more
- 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
- Atria Wealth Solutions (Traverse City, MI)
- …LP (Member FINRA/SIPC). EOE Relevant Word Search: Sales Assistant, Registered Representative, Advisor , Adviser, Certified Financial Planner, CFP, ... partnership with 4Front Credit Union is seeking a Licensed Financial Advisor to provide retirement and investment...industry, preferably in a bank or credit union + Certified Financial Planner designation preferred (CFP) CUSO… more
- Deloitte (Houston, TX)
- …+ 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 (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 (Hartford, CT)
- …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 (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
- Deloitte (New York, NY)
- …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
- 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
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