- Citizens (Willow Street, PA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- KPMG (Harrisburg, PA)
- **Business Title:** Tax Senior Manager, Private Client **Requisition Number:** 113215 - 76 **Function:** Tax Services **Area of Interest:** **State:** PA ... trusted advisor to family offices on strategic, operational, and financial matters + Direct tax compliance and consulting services for multi-generational family… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client ,… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- …accounts, including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting ... Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial advisor team recognized by Forbes & Barron's. + The… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Deloitte (Harrisburg, PA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- Concentrix (Harrisburg, PA)
- …an opportunity to enroll in many benefit programs, generally including private medical plans, great compensation package, retirement savings plans, paid learning ... and present insights. **Responsibilities & Duties:** + Work directly with client stakeholders to define, drive, manage and implement enterprise data strategy… more
- Mathematica (Harrisburg, PA)
- …improve well-being around the world. We collaborate closely with public- and private -sector partners to translate big questions into deep insights that improve ... owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in...Medicaid program design and implementation at a public or private entity such as Medicaid director, disability services director,… more