- Deloitte (Philadelphia, PA)
- … processes, both to individual projects and to client accounts. Work You'll Do As an Analyst , Engagement Financial Advisor (EFA), you will assist ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics,… more
- Deloitte (Philadelphia, PA)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, ... operations and risk management. As a Financial Analyst , you will provide high-quality engagement ...in finding and solving problems with original ideas Our Engagement Financial Advisor team, part… more
- Vanguard (Malvern, PA)
- At Vanguard, we are continually evolving our distribution strategy. As the Senior Strategy Analyst for our Financial Advisor Services (FAS) business, you ... client engagement analysis within asset management, wealth, or financial advisor services. + Strong analytical and problem-solving skills with experience in… more
- City National Bank (Wilmington, DE)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate… more
- City National Bank (Wilmington, DE)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming… more
- Huron Consulting Group (Philadelphia, PA)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Huron Consulting Group (Philadelphia, PA)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Deloitte (Philadelphia, PA)
- …Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project ... broadly, legal innovation + Monitoring the performance of LEM engagement delivery teams + Advising on proposals + Advising,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more