- Vanguard (Scottsdale, AZ)
- Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... you will be considered for Certied Financial Advisor and Senior Certified Financial Advisor opportunities. As a Vanguard Advisor , You Will: +… more
- Edward Jones (Phoenix, AZ)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Phoenix, AZ)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... field preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial...Active FINRA 66 or 65 securities registration required + Certified Financial Planner (CFP) designation preferred +… more
- Bank of America (Phoenix, AZ)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - West Valley Area Phoenix, Arizona;Goodyear, Arizona; Peoria, Arizona; Prescott Valley, Arizona **To proceed with your application,… more
- JPMorgan Chase (Phoenix, AZ)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- CVS Health (Phoenix, AZ)
- …it all with heart, each and every day. The Quality Practice Transformation Advisor plays a critical role in supporting the highest standards of practice performance ... and develop data-driven strategies to improve provider performance and financial rewards.3. **P** **rovider Education and Practice Transformation** : Collaborate… more
- Zeiders Enterprises, Inc (Phoenix, AZ)
- Description Job Title: Career Advisor - Remote Opportunity (Work from Home) NOTE: Both a cover letter and resume are required for this position in conjunction with ... military spouses by exploring their career interests, finding education and financial assistance opportunities, developing career plans, and connecting them to… more
- Sedgwick (Phoenix, AZ)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Complex Claims Advisor | Commercial GL and Auto | ... Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** Are you an… more
- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... license + (May be obtained with a 120-day condition of employment for certified and current CFP(R) designation or CFA(R) designation holders, verified before hire) +… more
- Sedgwick (Phoenix, AZ)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | ... REMOTE **Job Description Summary** To analyze complex or technically difficult environmental claims; to provide resolution of highly complex nature and/or severe injury claims; to coordinate case management within company standards, industry best practices and… more
- Sedgwick (Phoenix, AZ)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To manage the implementation of security measures to protect company data, networks, and computer systems. To focus on executing security fundamentals for threat detection, investigation, and response efforts. **ARE YOU AN IDEAL CANDIDATE?** We are… more
- USAA (Phoenix, AZ)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income… more
- Deloitte (Tempe, AZ)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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 (Tempe, AZ)
- …If not CPA eligible: + Licensed 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… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + 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… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + 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… more
- City National Bank (Phoenix, AZ)
- …in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced...employment * CEPA - Certified Exit Planning Advisor credential, or the… more