- Principal Financial Group (Des Moines, IA)
- …Are** + Bachelor's degree in Finance, Accounting, or Business preferred + CPA designation and 7+ years related experience preferred + Understanding of nonqualified ... That Will Help You Stand Out** + Industry designations (eg CLU, ChFC, CFP , FLMI), or progress towards, preferred **Salary Range Information** Salary ranges below… more
- Regions Bank (Tampa, FL)
- …authorized to practice law on behalf of Regions Bank + Master of Laws (LLM) + Certified Public Accountant ( CPA ) **Skills and Competencies** + Excellent ... **Requirements** + Bachelor's degree in a related field + Certified Financial Planner ( CFP ) + Five (5) years of financial planning experience **Preferences**… more
- Regions Bank (Little Rock, AR)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- Regions Bank (Houston, TX)
- …accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant ( CPA ), Master of Business ... Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner ( CFP ), Accredited Investment Fiduciary (AIF), … more
- The City of Rochester, MN (Rochester, MN)
- …and support accounting staff. Licenses and Certifications Valid driver's license Desirable Qualifications Certified Public Accountant ( CPA ) or other ... do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA...(CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified… more
- The City of Rochester, MN (Rochester, MN)
- …Masters in Accounting (MA), Master of Business Administration (MBA) or other related degree. + Certified Public Accountant ( CPA ), Certified Internal ... do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA...(CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified… more
- The City of Rochester, MN (Rochester, MN)
- …Valid driver's license Desirable Qualifications Master's degree in Business, Accounting or Finance; Certified Public Accountant ( CPA ), Certified ... do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA...(CFM) + Certified Fraud Examiner (CFE) + Certified Financial Planner ( CFP ) + Certified… more
- Commerce Bank (St. Louis, MO)
- …Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or ... to trust, wealth management and financial planning required + Certified Financial Planner ( CFP ) and/or Certified...other certification in lieu of the CTFA or CFP **Level of role is determined by knowledge, experience,… more
- College of Saint Benedict & Saint John's University (St. Joseph, MN)
- …(CFA), Chartered Market Technician (CMT), Certified Financial Planner ( CFP ), and Certified Public Accountant ( CPA ). + ABDs will be considered. ... + Evidence of the ability to be an effective teacher at the undergraduate level. + Ability and interest in teaching several finance courses in our catalog (CPAs may also teach some accounting)https://catalog.csbsju.edu/catalog/course-descriptions/acfn/. +… more
- KeyBank (Buffalo, NY)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Skills** + Ability to build trust by… more
- The City of Rochester, MN (Rochester, MN)
- …following accounting-related certifications/designations do you currently possess? (Select all that apply) + Certified Public Accountant ( CPA ) + ... Certified Management Accountant (CMA) + Certified Financial Manager (CFM) + Certified Fraud...+ Certified Government Financial Manager (CGFM) + Certified Public Finance Officer (CPFO) + N/A… more
- Fifth Third Bank, NA (Atlanta, GA)
- …Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant ( CPA ) will also be ... Coordinates and collaborates with client third party advisors (eg, attorney, accountant ) to ensure synergy of advisors' recommendations, consistent to client goals.… more
- Truist (Laurel, MD)
- …Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant ( CPA ) 3. Completion of ... established management or career development program or banking school. 4. Prior experience in a comparable position at a top ten financial services company. The annual base salary for this position is $160k-$192k. **General Description of Available Benefits… more
- KeyBank (Albany, NY)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Skills** + Ability to build… more
- KeyBank (Dayton, OH)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred) **Tactical Skills** + Ability to… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Insurance (LAH) licenses preferred + CFP (R) ( Certified Financial Planner(R)), CPA ( Certified Public Accountant ), CIMA(R) ( Certified ... Investment Management Analyst(R)), CPWA(R) ( Certified Private Wealth Advisor), CFA(R) (Chartered Financial Analyst(R)), ChFC (Chartered Financial Consultant) designation preferred. Experience Ten (10) years of experience in investments Previous experience… more
- KeyBank (Naples, FL)
- …CFP ) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant ( CPA ) (preferred) + Chartered ... Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build… more
- Thrivent Financial (Auburn, WA)
- …Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent. + Securities ( ... compensation. Those candidates at higher range of compensation should have passed CFP (R) exam, have extensive experience, and have plan writing experience. This… more
- Truist (Philadelphia, PA)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... Qualifications: * Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification… more
- Deloitte (Chicago, IL)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... Our spectrum of business tax services is relevant for public and private companies and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
