- Robert Half Finance & Accounting (CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Financial Planner Location: East Bay Salary: $100,000-$175,000 About ... experience. + Bachelor's degree (finance or economics strongly preferred). + Certified Financial Planner (CFP(R)) designation. + Experience with both brokerage… more
- CGI Technologies and Solutions, Inc. (Chantilly, VA)
- **Strategic Financial Planner TS/SCI with Poly REQUIRED** **Category:** Finance **Main location:** United States, Virginia, Chantilly **Position ID:** J1223-1138 ... Full Time **Position Description:** CGI Federal is looking for a Senior expert in financial planning, advice and guidance related to all facets of resource… more
- 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
- Edward Jones (Scottsdale, AZ)
- …is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with ... identify solutions to keep them on-track. **What you'll do:** + Partner with the Senior Planner , Financial Advisor, and high net worth team to deliver an… more
- CIBC (Wyndham, VA)
- …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
- 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 Manager within the Global Information Reporting practice, you… more
- Deloitte (Birmingham, AL)
- …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 (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 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
- Atria Wealth Solutions (Leavenworth, KS)
- … services industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives are employed and ... visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner , CFP, Financial Consultant, Investment… more
- Citizens (Tarrytown, NY)
- …of services provided by Clarfeld. In your role as entry level Financial Planner you will shadow associate and senior advisors. During this time you are ... focusing on each client's unique circumstances. The Entry Level Financial Planner role is to prepare, finalize,...questions. Take this opportunity to learn how associate and senior level advisors interact with clients and become knowledgeable… more
- M&T Bank (York, 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 (Mclean, VA)
- …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 (Hartford, CT)
- …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
- DA Davidson Companies (Seattle, WA)
- …additional professional credential. You will have the choice between the CERTIFIED FINANCIAL PLANNER (TM) and the Certified Wealth Strategist(R) credentials. ... you will also have the opportunity to work with Sr .Planners and contribute to in-person training sessions at various...member of our Apprentice team, you will engage with Senior Financial Advisors around the firm to… 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 (Hartford, CT)
- …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 (Mclean, VA)
- …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
- Equitable (Minneapolis, MN)
- …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 ... Experienced Financial Professional - MN, Minneapolis (2540) ( PIN\_37886...areas of focus + Ability to work jointly with senior joint-work partners and to be coached by top… more