- Fidelity TalentSource LLC (Salt Lake City, UT)
- …time from hire4-year college degree preferredIndustry designations such as Certified Financial Planner and Certified Equity Professionals are highly ... the application window closes when the position is filled or unposted.Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA,… more
- Magellan Health Services (Salt Lake City, UT)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Bank of America (Salt Lake City, UT)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Utah Market Salt Lake...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (West Valley City, UT)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Consumer Investments - Southwest...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Edward Jones (Salt Lake City, UT)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... 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
- Equitable (Salt Lake City, UT)
- …licensing required for hire * Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to ... Financial Sales Manager- Retirement Benefits Group - UT,...professional future. Equitable Advisors is a dynamic and growing financial services company, has an immediate opening for a… more
- Bank of America (Salt Lake City, UT)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... 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 (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... 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 (Salt Lake City, UT)
- …licensing required for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to ... : Equitable Advisors **Description** Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build… more
- Equitable (Salt Lake City, UT)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... 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 (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Previous Big 4 experience or large CPA ... 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 (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up tp 25%, on average, based ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Salt Lake City, UT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... 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 (Salt Lake City, UT)
- …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 technology and… more
- Deloitte (Salt Lake City, UT)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) 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 understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research skills + Self-starter and demonstrated… more
- Deloitte (Salt Lake City, UT)
- …+ 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 + Demonstrated effective verbal and written communication skills + Demonstrated… more
