• Certified Financial Planner

    Vanguard (Scottsdale, AZ)
    Join Vanguard as a Certified Financial Planner in Scottsdale, AZ Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career ... with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Scottsdale, AZ. With competitive… more
    Vanguard (04/26/25)
    - Save Job - Related Jobs - Block Source
  • Personal Financial Counselor

    Magellan Health Services (Luke AFB, AZ)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
    Magellan Health Services (04/27/25)
    - Save Job - Related Jobs - Block Source
  • Financial Solutions Advisor - Consumer…

    Bank of America (Phoenix, AZ)
    …goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments - Scottsdale...are guided by a common purpose to help make financial lives better through the power of every connection.… more
    Bank of America (04/26/25)
    - Save Job - Related Jobs - Block Source
  • Merrill Financial Solutions Advisor…

    Bank of America (Phoenix, AZ)
    …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Phoenix Market Phoenix, Arizona...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (04/01/25)
    - Save Job - Related Jobs - Block Source
  • US Experienced Financial Advisor

    Edward Jones (Phoenix, AZ)
    …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... 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
    Edward Jones (03/13/25)
    - Save Job - Related Jobs - Block Source
  • Merrill Experienced Financial Advisor

    Bank of America (Phoenix, AZ)
    …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (04/08/25)
    - Save Job - Related Jobs - Block Source
  • Trust and Estate Onboarding Specialist

    US Bank (Tempe, AZ)
    …Designation such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP), we'd love to connect with you. Job ... such as a Certified Trust and Fiduciary Advisor (CTFA) or a Certified Financial Planner (CFP) - Thorough knowledge of estate settlement, income, estate… more
    US Bank (04/29/25)
    - Save Job - Related Jobs - Block Source
  • Director, Retirement Income - Life Company

    USAA (Phoenix, AZ)
    …license + MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R))designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
    USAA (03/25/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Management Associate

    Equitable (Scottsdale, AZ)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... 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
    Equitable (04/25/25)
    - Save Job - Related Jobs - Block Source
  • Wealth Management Associate - Retirement Benefits…

    Equitable (Scottsdale, AZ)
    …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... + **Products** and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to… more
    Equitable (04/23/25)
    - Save Job - Related Jobs - Block Source
  • Senior Wealth Advisor

    Umpqua Bank (Scottsdale, AZ)
    …5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
    Umpqua Bank (04/27/25)
    - Save Job - Related Jobs - Block Source
  • Tax Senior - Investment Management - Private…

    Deloitte (Tempe, AZ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (05/08/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager - Investment Management - Private…

    Deloitte (Tempe, AZ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (04/15/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager, Investment Management, Private Wealth…

    Deloitte (Tempe, AZ)
    …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up tp 25%, ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (04/15/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (Tempe, AZ)
    …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... 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 (04/13/25)
    - Save Job - Related Jobs - Block Source
  • Tax Senior - Business Tax Services…

    Deloitte (Tempe, AZ)
    …Attorney + 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 or large CPA firm experience + Experience working in a virtual and/or global environment +… more
    Deloitte (04/13/25)
    - Save Job - Related Jobs - Block Source
  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Tempe, AZ)
    …attorney + 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… more
    Deloitte (04/13/25)
    - Save Job - Related Jobs - Block Source
  • Tax Manager - Business Tax Services…

    Deloitte (Tempe, AZ)
    …Attorney + 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… more
    Deloitte (03/17/25)
    - Save Job - Related Jobs - Block Source
  • Buyer/ Planner

    Parker Hannifin Corporation (Glendale, AZ)
    Buyer/ Planner Location : GLENDALE, AZ, United States Job Family : Procurement Job Type : Regular Posted : May 12, 2025 Job ID : 54177 Back to Search Results Job ... exceed customer expectations and achieve our business objectives. JOB SUMMARY: The Buyer/ Planner responsibilities include but are not limited to: + Managing Parker… more
    Parker Hannifin Corporation (03/28/25)
    - Save Job - Related Jobs - Block Source
  • System Programmer II

    NASCO (Phoenix, AZ)
    …medical expenses + Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term ... and Education:** + Bachelor's degree or equivalent **Preferred Certifications:** + Certified developer in ConnectIQ or UiPath **Working Conditions:** + **Location**… more
    NASCO (05/06/25)
    - Save Job - Related Jobs - Block Source