- RealStreet (Louisville, KY)
- …Environmental and Historic Preservation (EHP) Specialist Environmental Engineer Environmental Planner Estimator Financial Analyst Geologist General Planner ... Graphic Artist Health Scientist Historic Architect Horticulturalist Hydraulic Engineer Hydrologist Industrial Hygienist Insurance Specialist Mechanical Engineer Mitigation Specialist Project Manager Sanitary Engineer Site Inspector Soil / Geotechnical… more
- CBRE (Louisville, KY)
- Senior Occupancy Planner - Financial Services Administrative Offices Job ID 160599 Posted 29-Mar-2024 Service line GWS Segment Role type Full-time Areas of ... providing the best solutions to improve portfolio insights. As Senior Occupancy Planner , you will provide space planning, data mining, reporting, and interpretation… more
- Magellan Health Services (Louisville, KY)
- …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 (Louisville, KY)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Louisville & Associates Market...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Bank of America (Louisville, KY)
- …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 (Louisville, KY)
- …+ 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
- Deloitte (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to perform job responsibilities within a ... 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 (Louisville, KY)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing partnership and/or trust documents + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Louisville, KY)
- …+ 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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 (Louisville, KY)
- …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 and industries/sectors you… more
- Deloitte (Louisville, KY)
- …+ 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, and a solid… more
- Deloitte (Louisville, KY)
- …+ 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 independently and manage multiple,… more
- Jacobs (Frankfort, KY)
- …stewardship, energy transformation, and sustainability initiatives. We're seeking a mid-level Planner / Project Manager to lead California Environmental Quality Act ... renewable energy, energy infrastructure, and energy transformation projects. As a Planner / Project Manager, you'll lead environmental permitting and related efforts… more
- Fifth Third Bank, NA (Louisville, KY)
- …$10MM investable and/or $15 million in net worth) involving complex financial issues and strategies, typically including multi-generational trusts, closely held ... documenting an effective level of understanding of the family's current financial situation across all disciplines and collaboratively developing a Wealth Strategy… more
- Keurig Dr Pepper (Frankfort, KY)
- Job Overview The Supply Chain Planner position will provide the analysis to determine mid- & long-term plant production planning that will ensure the DPSG Supply ... to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth… more
