- The Croghan Colonial Bank (Maumee, OH)
- Senior Wealth Management Advisor & Financial Planner , Full-time (Maumee/Toledo, OH) - Job Summary - Responsible for the complete administration and ... financial planning of relationships that include personal trust accounts,...Job Duties - + Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that… more
- Kestra Financial (Avon, CT)
- Working within a team of financial planners and assisting the team in plan prep, integrating client accounts to the software, and moving clients along the ... financial planning continuum. -ability to lead certain firm client relationships -no production requirements or expectations -strong work ethic required and the… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll ... Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of...willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the… more
- Vanguard (Dallas, TX)
- …into a world of opportunity At Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will be tasked with looking out for our ... succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll...In this role, you will play the role of Financial Planner , Book of Business Manager and… 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
- Citizens (NJ)
- …delivering a white glove experience to clients that results in long-term client loyalty. The Senior Financial Planner role acts as the primary financial ... client's unique circumstances. We're looking for a talented Sr. Financial Planning Advisor as Citizens Private Bank...attaining it within 2 years of taking an Associate Financial Planner role (unless a JD, CPA… more
- M&T Bank (Wilmington, DE)
- …experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered ... credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further growth of the… more
- Commerce Bank (Leawood, KS)
- …from an advisory and fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...roles. This compensation range is for the Private Client Advisor I, II, III & Senior job… more
- Commerce Bank (St. Louis, MO)
- …management and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...roles. This compensation range is for the Private Client Advisor II, III & Senior job and… more
- Regions Bank (Birmingham, AL)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- BMO Financial Group (Chicago, IL)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Deloitte (Miami, FL)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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 (New York, NY)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... 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 (Stamford, CT)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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 (Columbus, OH)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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 (Hermitage, TN)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… more
- Deloitte (Columbus, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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