- Robert Half Finance & Accounting (CA)
- … financial services experience. + Bachelor's degree (finance or economics strongly preferred ). + Certified Financial Planner (CFP(R)) designation. + ... contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Financial Planner Location: East Bay Salary: $100,000-$175,000 About the Company: Our company… more
- Atria Wealth Solutions (Pasco, WA)
- …66 preferred . State life, accident, health and insurance licenses required. Certified financial planner designation is preferred . Must have a clean U-4. ... Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit...or equivalent required. Bachelor's degree in related field is preferred . + Certifications: FINRA Series 7, 63 required. FINRA… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Hartford, CT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Raleigh, NC)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... 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 (Tampa, FL)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations.… more
- Deloitte (Stamford, CT)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Hartford, CT)
- …+ Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group,...and compliance services to clients in the banking and financial services industries. You will work directly with the… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...experience to help clients navigate past complex tax and financial reporting issues. We offer deep insights into their… more
- Deloitte (Mclean, VA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of ... Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," and… more
- Atria Wealth Solutions (Leavenworth, KS)
- … services industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives are employed ... visit www.cusonet.com. Relevant Word Search: Registered Representative, Advisor, Adviser, Certified Financial Planner , CFP, Financial Consultant, Investment… more
- Atria Wealth Solutions (Marion, IN)
- …care and P & C preferred + Clean U-4 and Background + Certified Financial Planner (CFP) designation preferred + Valid driver's license, must be insurable ... Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is...Education: High School Diploma or equivalent required; bachelor's degree preferred Experience: + 2 or more years of sales… more
- Atria Wealth Solutions (San Francisco, CA)
- … services industry, preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives are employed ... CUSO Financial Services, LP (CFS), in its partnership with...with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
- BMO Financial Group (Walnut Creek, CA)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- BMO Financial Group (Janesville, WI)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- BMO Financial Group (Chicago, IL)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Expert knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Kestra Financial (Cranbury, NJ)
- …Minimum of 2 years of experience in the financial industry + Certified Financial Planner (CFP(R)) certification preferred but not required + Excellent ... New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated...financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an… more
- TD Bank (Hartford, CT)
- …63 + 65 or 66 + Valid and active Life & Health insurance licenses + Certified Financial Planner (CFP), preferred + CIMA, CAIA or CFA designation preferred ... degree required, MBA or advanced degree preferred + Preferred a minimum of 10+ Years financial services experience in a production capacity (ie, track record… more
- Nordstrom (Seattle, WA)
- …based on customer, fashion trend and input from Assortment Planner , Category Planner , Financial Planner and Director of Planning that drives growth ... planner partners with the associate buyer to achieve financial objectives. Specifically, the associate assortment planner ...have + Bachelor's degree in Merchandising or related field preferred + 1+ years of experience as an Assistant… more