- The City of Rochester, MN (Rochester, MN)
- …experience with large enterprise resource planning (ERP) systems, preferably JD Edwards. Certifications Certified Public Accountant ( CPA ), Certified ... do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA...(CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified… more
- Truist (Philadelphia, PA)
- …Planner, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management ... the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys,...to travel, occasionally overnight **Preferred Qualifications:** * MBA, JD, CPA , CFA or CFP * 5 years… more
- KeyBank (Salt Lake City, UT)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to… more
- Regions Bank (Knoxville, TN)
- …of Trust Administration, Estate/Tax Law, Financial Planning, Investment or related experience + Or Certified Public Accountant ( CPA ), Certified Trust ... and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate/Tax… more
- KeyBank (Tarrytown, NY)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build… more
- Fifth Third Bank, NA (Skokie, IL)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- Regions Bank (Clayton, MO)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- M&T Bank (Wilmington, DE)
- … Financial Planner ( CFP (R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ( CPA ) and/or Chartered Financial Analyst ... (CFA) certification **Physical Requirements:** \#LI-LA1 \#Wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The… more
- Truist (Charlottesville, VA)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... established management or career development program or banking school. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more… more
- Truist (Mclean, VA)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Qualifications:** * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification… more
- Truist (Chattanooga, TN)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... QUALIFICATIONS** + Bachelor's Degree in Business, Finance or Economics + CFP preferred or CTFA, CFA, CPA , JD or MBA + Completion or enrollment in certification… more
- Umpqua Bank (Seattle, WA)
- …as assigned. **About** **You:** + Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking ... new client relationships with Umpqua Banking partners and external CPA 's and Attorney's. A team of specialists support these...Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred. + Occasional travel **Job Location(s):** This… more
- Deloitte (Mclean, VA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (San Diego, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations. Your… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (San Diego, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
- Deloitte (Tulsa, OK)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... or must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Deloitte (Colorado Springs, CO)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Memphis, TN)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Austin, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more