- Magellan Health Services (Cincinnati, OH)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Bank of America (Cincinnati, OH)
- …degree, preferably in business-related field. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor - Ohio Valley Market Cincinnati,...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- TIAA (Cincinnati, OH)
- …Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
- Bank of America (Cincinnati, OH)
- …activities and new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... 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
- Deloitte (Cincinnati, OH)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Equitable (Cincinnati, OH)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered ... Entry Level - Financial Advisor - OH, Cincinnati (2532) ( PIN\_15025...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Truist (Crestview Hills, KY)
- …professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner ( CFP ), Accredited Asset Management ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Deloitte (Cincinnati, OH)
- …attorney + Enrolled Agent + Certifications: + Certified Financial Accountant (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 + Proven ability to grow and manage a book of business,… more
- Deloitte (Cincinnati, OH)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Experience reviewing partnership ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Cincinnati, OH)
- …Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... 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 (Cincinnati, OH)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Cincinnati, OH)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... 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 (Cincinnati, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... 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 (Cincinnati, OH)
- …Licensed 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 + Strong organizational and time management skills with a demonstrated ability to work… more
- Deloitte (Cincinnati, OH)
- …Licensed 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 with US clients and a basic… more
- Deloitte (Cincinnati, OH)
- …Licensed 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 (Cincinnati, OH)
- …Licensed 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 (Cincinnati, OH)
- …Licensed 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 + Solid understanding and experience with federal tax… more
- Deloitte (Cincinnati, OH)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic ... understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the clients… more