- Under Armour, Inc. (Baltimore, MD)
- …**Purpose of Role** The Lead, Global Merchandise Financial Planner - Footwear (Run, Sportstyle, ... Lead, Global Merchandise Planner - Footwear **Lead, Global Merchandise Planner...Outdoor, Youth) is responsible for managing and forecasting financial targets across global markets, driving alignment with Under… more
- T. Rowe Price (Owings Mills, MD)
- …Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with ... advisors to develop personalized financial plans for clients as well as act as...as well as act as Subject Matter Experts for financial planning topics and methodology. Responsibilities + Develop personalized… more
- Magellan Health Services (Middle River, MD)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Bank of America (Lutherville, MD)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Greater Baltimore, MD Market Lutherville, Maryland;Lutherville Timonium, Maryland **To proceed with your application, you must be at… more
- Edward Jones (Towson, MD)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Ellicott City, MD)
- …met or exceeded + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + ... Financial Solutions Advisor- Chesapeake Market Hyattsville, Maryland;Ellicott City, Maryland; Laurel, Maryland; Hanover, Maryland; Columbia, Maryland **To proceed… more
- Bank of America (Baltimore, MD)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Kelly Services (Baltimore, MD)
- …profiles per week and providing tailored tax recommendations in coordination with their Financial Planner . - Corresponding directly with members to answer their ... wealth management industry with innovative technology and a unique planner model. - Be part of a culture that...- Are dedicated to developing a career in the financial services industry, with the potential for advancement within… more
- Truist (Baltimore, MD)
- …Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), ... tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing… more
- Equitable (Columbia, MD)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- T. Rowe Price (Owings Mills, MD)
- …total relevant work experience. + FINRA Series 7 and 66 Preferred: + Certified Financial Planner (R) professional + Strong analytical and Excel skills + Expertise ... you . Role SummaryLeverages extensive expertise and industry experience in financial planning and retirement to contribute thought leadership and methodology design… more
- Deloitte (Baltimore, MD)
- …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 M, section 4982 excise calculations, and… more
- Deloitte (Baltimore, MD)
- …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 M, section 4982 excise calculations, and tax… more
- Charles Schwab (Columbia, MD)
- …is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of ... The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides...first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Baltimore, MD)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications… more
- Deloitte (Baltimore, MD)
- …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 (Baltimore, MD)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) 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 solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more