- Commerce Bank (St. Louis, MO)
- … (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant ( CPA ), Juris Doctorate (JD) or other ... $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive...similar role with preference to trust, wealth management and financial planning required + Certified Financial… 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 ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging… more
- Meta (Austin, TX)
- …(ITGC), COBIT, and NIST ** Preferred Qualifications:** Preferred Qualifications: 14. Certified Public Accountant , Certified Internal Auditor, or ... is looking for a skilled Risk and Controls Systems Advisor to join our Global Finance Risk & Controls...for providing risk management expertise, with a focus on financial systems and applications, to guide our Business Process… more
- ADP (Fort Lauderdale, FL)
- …In this role, you will close sales and win new business exclusively through our CPA accountant channel and client referrals as part of our Human Resources ... ADP is hiring an ** Accountant Channel Sales Representative.** + Do you thrive...your next best job where you can elevate your financial future? + Do you want to join a… more
- Deloitte (Richmond, VA)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Deloitte (Pittsburgh, PA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... analysis for a variety of entities and their affiliates including reviewing public information and tax-specific information. + Analysis and deployment and use-case… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, ... guide executive decisions and ensure regulatory compliance. As a Financial Analysis, Senior Advisor , your work will...Finance, Accounting, Economics, or related field (Master's or MBA preferred ). + Professional certifications such as CPA ,… more
- Deloitte (Detroit, MI)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced degree such as ... in process, or willing able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- Truist (Mclean, VA)
- …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. b. Help ... and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for...financial advisory resource for clients, their attorneys and CPA 's. + 4-year degree, 10-15 years of demonstrated leadership… 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 ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA, CPA , JD or… more
- Tompkins Community Bank (Pittsford, NY)
- …in Wealth Management, Business Development, and Relationship Management. + CFP, CPA , or JD certification(s) preferred with mandatory continuing education ... Overview The Wealth Advisor III is responsible for maintaining existing client...will create and deliver comprehensive wealth plans and coordinated financial strategies to align with each client's goals and… more
- Bank of America (Dallas, TX)
- …obtain licenses within 90 days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA , CFA, CTFA, CFM or JD a significant plus Skills ... Private Client Advisor II Dallas, Texas **To proceed with your...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Kestra Financial (Sewickley, PA)
- …insurance, and managed accounts + Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration + Series ... The Support Advisor reports to the Lead Advisor ...service clients independently + Manage data and plans in financial planning software + Responsible for client meeting preparation… more
- HCA Healthcare (Nashville, TN)
- … Licenses, Certifications, & Training: * Certified TBM Executive (CTBME) preferred * Certified Public Accountant ( CPA ) preferred * Six Sigma ... Strategy Consultant will serve as a trusted strategic advisor and financial modeler for HCA Healthcare's...preferred * Prior experience at or as an advisor to Fortune 50 organization preferred *… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of experience in Wealth Management, Business Development, and Relationship Management. + CFP, CPA , or JD certification(s) preferred . Benefits + Medical + Dental ... Overview Position Summary: The Wealth Advisor is responsible for building and maintaining client...client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client's goals and values.… more
- Bank of America (Nashville, TN)
- …licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus ... Private Client Advisor II Nashville, Tennessee **To proceed with your...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and...view toward revenue enhancement and profitability. + Professional Designation preferred - JD, CPA , LLM , CTFA… more
- Southern California Edison (Rosemead, CA)
- …more years of experience implementing policies, processes, controls, and system improvements. Preferred Qualifications + CPA , CIA, CISA or equivalent ... executing SOX compliance testing, documenting controls, and assessing deficiencies + Public accounting experience preferred Additional Information + This… more
- Bank of America (Houston, TX)
- …licenses within 90 days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus ... Private Client Advisor Houston, Texas **To proceed with your application,...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- M&T Bank (Wilmington, DE)
- …track record of implementing wealth management strategies **Education and Experience Preferred :** Securities licensing, CFP, CTFA, CPA designation MBA (Master's ... Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the … more