- Thrivent Financial (Philadelphia, PA)
- Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- TD Bank (Jenkintown, PA)
- …of Business:** TD Wealth **Job Description:** Thinking about making a career move as a Financial Advisor to a growing firm where your career growth is unlimited? ... stability but also create sustainable referral opportunities for our Financial Advisor team members. If you're ready...(MA) segment. The FA II will serve as the central point of contact, providing expertise for MA clients… more
- Citizens (PA)
- …and sell a broad array of investment, insurance, and bank products. Private Client Financial Advisors are their clients' primary trusted advisor . In this role, ... advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …advisors multiple avenues for growth. We are currently seeking a dynamic and client-focused Financial Advisor (Service Advisor ) to join our team. In this ... role, you will work closely with a Lead Financial Advisor to manage their book of...advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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
- Federal Reserve System (Philadelphia, PA)
- …banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve ... Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware. Conducts independent applied research and produces original research… more
- Deloitte (Pittsburgh, PA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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 (Pittsburgh, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... 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 (Pittsburgh, PA)
- …cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for ... + Licensed attorney + Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + 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… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + 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 (Pittsburgh, PA)
- …If not CPA eligible: + 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… more
- Deloitte (Pittsburgh, PA)
- …If not CPA eligible: + Licensed 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… more
- Citizens (Zelienople, PA)
- …with other colleagues. The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor , and Certified ... personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this... financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home… more
- Federal Reserve System (Philadelphia, PA)
- …banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve ... Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware. You will...function. You will report to the Sr. Manager and Advisor of Community Engagement. **Job Description:** **35%** You will… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …highly respected firm, and we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor , Harrisburg Magazine, and Pittsburgh Business Times. Fort Pitt ... Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking an experienced Controller to join our team. As Controller, you'll… more
- University of Pennsylvania (Philadelphia, PA)
- …Azure Active Directory is a plus. + Basic understanding of University processes including central data stores and financial systems is a plus. Job Location - ... Systems & Computing (ISC) is the University of Pennsylvania's central IT organization, providing the core network, data, voice,...to work with, and to serve as a trusted advisor to Penn's IT community, faculty, staff and students… more
- Fort Pitt Capital Group, LLC (Pittsburgh, PA)
- …highly respected firm, and weare regularly featured in CNBC, Forbes, Barron's, Financial Advisor , Harrisburg Magazine, and Pittsburgh Business Times. Fort Pitt ... Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking an experienced Human...advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every… more