- Deloitte (Hartford, CT)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Charlotte, NC)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Jacksonville, FL)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Nashville, TN)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... 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 (Jersey City, NJ)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... 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)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... 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
- Bank of America (Rolling Hills Estates, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Deloitte (Mclean, VA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... 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 (Hartford, CT)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... 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
- Atria Wealth Solutions (Marion, IN)
- …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner ( CFP ) designation preferred + Valid driver's license, must be insurable ... Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
- Edward Jones (Columbus, OH)
- …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
- Bank of America (Columbus, OH)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor /Planner Location: San Francisco; Hybrid (3 days in) Salary: ... including preparation of materials for meetings. Requirements Qualifications: + Bachelor's degree preferred with 2+ years of experience in financial services. +… more
- Navy Federal Credit Union (Reston, VA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide basic financial consulting services to assist members and non-members...or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days… more
- JPMorgan Chase (New York, NY)
- …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …advantageous. . Holding or working towards a Certified Financial Planner ( CFP ) designation, or other relevant certifications, is preferred but not mandatory. ... unique value proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned with each client's… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... related field, required. EXPERIENCE - Minimum 5 years of revenue- generating financial sales experience. Related customer service experience preferred . SKILLS -… more
- American Airlines (Miami, FL)
- …management to serve the needs of the members of the Credit Union. The Financial Advisor assesses members' investment portfolios, financial objectives, and ... Spanish** ** Preferred Qualifications- Education & Prior Job Experience** + CFP or other advanced designation **Skills, Licenses & Certifications** + Skilled in… more
- Atria Wealth Solutions (Raleigh, NC)
- … Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base ... in the Raleigh, NC area. As Coastal's Financial Advisor , you'll have the opportunity to...Life, Long-term Care Insurance, and Medicate Supplement licenses + CFP preferred Deadline for Application: All resumes… more
- Citizens (Owosso, MI)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... lending and investing, helping them with short- and long-term financial goals. Citizens Wealth Management is honored to be...(65 and 63), Life Accident & Health licenses + CFP or CRC preferred + Bachelor's degree… more
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