- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... in finance, business, accounting, or a related field (Master's degree preferred). Certifications: CFP (R) (Certified Financial Planner ) required; CFA, CPA, or… more
- Edward Jones (St. Louis, MO)
- …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Edward Jones (St. Louis, MO)
- …is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with ... them on-track. **What you'll do:** + Partner with the Senior Planner , Financial Advisor, and...Insurance license required within 6 months of hire. + CFP , or CFP in progress to be… more
- US Bank (Walnut Creek, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and...work directly with clients, or in conjunction with the senior team members. **Basic Qualifications** + Bachelor's degree or… more
- Deloitte (Charlotte, NC)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Jacksonville, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior you will work within an engagement team and… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Deloitte's Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide… more
- Deloitte (Hartford, CT)
- …+ Enrolled 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,"… more
- M&T Bank (Williamsport, PA)
- …trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... 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
- HUB International (Albuquerque, NM)
- … financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner , thoughtful listener, have a ... industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral...college or university + 7+ years' experience in the financial services industry + Series 65, or CFP… more
- Edward Jones (Scottsdale, AZ)
- …and services, and ongoing reporting and support. **What You Will Do:** + Support Senior planner and partner with home office and third-party experts to support ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...to travel up to 10% to target markets + CFP (R) preferred or obtained in accordance with firm policy… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Project Management Professional (PMP) + ... You want this role! Work you'll do As a Senior Consultant on our NFTS, PSG team, you will...QlikView, HTML5, jQuery, and Kendo + Experience working in Financial Services environment + Experience working in consulting environment… more
- Deloitte (Columbus, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. Recruiting for this role ends on June...on June 1, 2025 What You'll Do Deloitte Tax Senior Managers use their experience in accounting and taxation… more
- Deloitte (Charlotte, NC)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Columbus, OH)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to perform job responsibilities within ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Columbus, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
- Deloitte (Columbus, OH)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding of ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2025 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Columbus, OH)
- …attorney + Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services...on June 1, 2025 What you'll do As a Senior Tax Manager within the Business Tax Services group,… more
- Deloitte (Columbus, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... the career opportunity to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will:… more
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