- ASSA ABLOY (Tulsa, OK)
- Career Opportunities: Planner (33580) Requisition ID 33580 - Posted - Ameristar Perimeter Security USA Inc. - Perimeter Security Segment - USA: Oklahoma (Tulsa - ... - Travel Required: 0%-10% Job Description Print Preview Production Planner , Core Fence Products Ameristar Perimeter Security USA, an...ASSA ABLOY branded company, is looking for a Production Planner for our core fence products. This position will… more
- Magellan Health Services (Tulsa, OK)
- …the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job ... Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL -… more
- Deloitte (Tulsa, OK)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research skills + Self-starter and demonstrated ability to… more
- Deloitte (Tulsa, OK)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing partnership and/or trust documents + Experience ... managing projects including scheduling, budgeting, client correspondence, and billing + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as MST, MAcc, JD, or LLM… more
- Bank of America (Tulsa, OK)
- …field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained ... insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management +… more
- City Wide Facility Solutions (Tulsa, OK)
- …invoices for Contractors. + Maintain updated route sheets, key/alarm sheets, and monthly planner for each client. + Participate and be present in monthly IC paydays. ... Requirements + 3+ years track record of success in a client retention role + Success with goals and metrics that support upselling/cross-selling. + B2B experience + High School diploma required. + Highly detail-oriented and excellent follow-through on… more
- Edward Jones (Tulsa, OK)
- …+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) ... Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain… more
- Ruhrpumpen, Inc. (Tulsa, OK)
- …pallet protection if required + Stock all shafting + Work JCN's by coordinating with Planner + Check back dock daily for fabs, etc that have been inspected to bring ... into identified area. + Performs other duties as assigned. + Maintains work area in a clean and orderly fashion. Also includes changing paint booth filter and cleaning out saw dust collector. + Assists in the training of new or less experienced employees. +… more
- GAF (Tulsa, OK)
- …they relate to a continuous operation process. + Partner with the maintenance planner to ensure electrical projects are properly scheduled, and partner with the ... maintenance engineer to develop a good electrical/electronic preventative maintenance system. + Perform design calculations and prepare equipment or material specifications for electrical and electronic PLC based systems. + Periodically investigate and make an… more
- Sedgwick (Tulsa, OK)
- …combination of education and experience required. Experience as an account manager, planner or strategist at an ad agency or senior brand manager preferred. ... **TAKING CARE OF YOU** + Career development and promotional growth opportunities + A diverse and comprehensive benefits offering including medical, dental vision, 401K, PTO and more Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. **If… more
- Deloitte (Tulsa, OK)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of ... tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience + Self-starter with demonstrated ability to effectively handle multiple, competing… more
- Bank of America (Tulsa, OK)
- …+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess ... excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 **Pay Transparency details** US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield -… more
- Bank of America (Tulsa, OK)
- …exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained ... your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Deloitte (Tulsa, OK)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate basic understanding of Subchapter K, ... partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you… more
- Deloitte (Tulsa, OK)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- Deloitte (Tulsa, OK)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, ... or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
- Deloitte (Tulsa, OK)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to perform job responsibilities within a hybrid work ... model that requires US Tax professionals to co-locate in person 2 - 3 days per week + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Previous Big 4 experience or large CPA firm… more
- Deloitte (Tulsa, OK)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale… more
- Deloitte (Tulsa, OK)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (Tulsa, OK)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the ... work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more