- Citigroup (New York, NY)
- …professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth ... benefit, or financing, we aim to be your comprehensive financial partner. The Financial Planning Principal is...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Dignity Health (Chandler, AZ)
- …financial reports and software to management team. + Consolidates and interprets financial information for Senior Management. + Ensures integrity and accuracy ... to accumulate, store, process, and report data. + Consolidates and interprets financial information for Senior Management. Including MOR packet preparation and… more
- Deloitte (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... 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 Manager within the Global Information Reporting practice, you… more
- Deloitte (Mclean, VA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...have the career for you! What You'll Do Tax senior managers identify complex tax issues and provide tax… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter...career for you! What you'll do As a Tax Senior Manager, you will draw on experience in accounting… more
- Principal Financial Group (Elkhorn, NE)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...with Principal Securities, Inc.'s RIA + Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed… more
- Bank of America (Lake Oswego, OR)
- Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington; Puyallup, Washington; Seattle, Washington; ... and Merrill. + Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)… more
- CIBC (Dundas, MN)
- …comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. + **You're a… more
- CIBC (Country Club, MO)
- …comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. + **You're a… more
- M&T Bank (Williamsport, PA)
- … Financial Planning, Managed Accounts or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered ... **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 (Stamford, CT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... 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 (Charlotte, NC)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... 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 (Columbus, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... 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 (Philadelphia, PA)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... 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 Tax, ... 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
- Equitable (Columbus, OH)
- …for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to employee and ... Financial Professional - Retirement Benefits Group - OH,...areas of focus + Ability to work jointly with senior joint-work partners and to be coached by top… more
- Atria Wealth Solutions (Los Angeles, CA)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... CUSO Financial Services, LP (CFS) is seeking a Licensed...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Plano, TX)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Marion, IN)
- …term care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Cambridge, MA)
- …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Join a Winning Team and Impact People's Lives! CUSO Financial Services, LP (CFS) is seeking a Financial...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more