• Private Client Financial

    Citizens (Rochester, NY)
    …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... more
    Citizens (01/11/25)
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  • JP Morgan Wealth Management - Private

    JPMorgan Chase (Rochester, NY)
    …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... more
    JPMorgan Chase (11/24/24)
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  • Private Client Advisor

    KeyBank (Greece, NY)
    …3636 Dewey Avenue - Greece, New York 14616 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... more
    KeyBank (01/14/25)
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  • Tax Senior, Investment Management - Private

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (11/07/24)
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  • Tax Manager, Investment Management, Private

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... more
    Deloitte (11/07/24)
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  • Tax Manager - Investment Management…

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... more
    Deloitte (11/07/24)
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  • Tax Senior - Investment Management…

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (11/08/24)
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  • Tax Senior - Financial Services Industries…

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (11/08/24)
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  • Tax Manager - Real Estate Tax (Central Region…

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... more
    Deloitte (11/07/24)
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  • Wealth Investment Associate

    M&T Bank (Rochester, NY)
    …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... more
    M&T Bank (02/01/25)
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  • Tax Senior Manager - Nat'l Federal Tax Services…

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... more
    Deloitte (01/09/25)
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  • Tax Senior - Business Tax Services…

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (11/08/24)
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  • Tax - Senior Manager- Business Tax Services-…

    Deloitte (Rochester, NY)
    Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... more
    Deloitte (11/07/24)
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  • Tax Manager - Business Tax Services…

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (11/08/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... more
    Deloitte (01/12/25)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Rochester, NY)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... more
    Deloitte (01/12/25)
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  • Tax Senior - Real Estate Tax (Central Region…

    Deloitte (Rochester, NY)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... more
    Deloitte (12/09/24)
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