• Financial Planner / Advisor

    MillerMusmar CPAs (Reston, VA)
    Job Description for Financial Planner / Advisor Position: Financial Planner / Advisor Location: Reston, Virginia Firm: SC Advisors: a fee-based ... Job Summary: We are seeking a dedicated and organized Planner / Advisor to join our fast growing Wealth...firm's principal and his clients. Responsibilities: + Assist principal financial advisor in planning and advisory functions… more
    MillerMusmar CPAs (10/11/25)
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  • Financial Resource Advisor

    Deloitte (Arlington, VA)
    …accelerate new digital ventures, and fuel growth through innovation. Work you'll do The Financial Resource Advisor / Planner will serve as a key financial ... offices to support both annual and ongoing infrastructure projects. The Resource Advisor / Planner will ensure all financial operations are compliant with… more
    Deloitte (08/13/25)
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  • US Experienced Financial Advisor

    Edward Jones (Arlington, VA)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or… more
    Edward Jones (10/12/25)
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  • Merrill Experienced Financial

    Bank of America (Vienna, VA)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
    Bank of America (10/07/25)
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  • Financial Solutions Advisor

    Bank of America (Fairfax, VA)
    …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Jermantown Financial Center Fairfax, Virginia **To proceed with your application, you must be at least 18 years of age.**… more
    Bank of America (08/21/25)
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  • Wealth Management Advisor

    TIAA (Bethesda, MD)
    …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
    TIAA (10/07/25)
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  • Premier Advisor or Banker

    Truist (Silver Spring, MD)
    …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA),… more
    Truist (09/26/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (Mclean, VA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
    Deloitte (08/20/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
    Deloitte (09/21/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Mclean, VA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
    Deloitte (08/21/25)
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  • Tax Manager - Hedge Funds

    Deloitte (Mclean, VA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... 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 (08/21/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Mclean, VA)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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 (08/21/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (Mclean, VA)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...compliance services to a clients in the banking and financial services industries. You will work directly with the… more
    Deloitte (09/20/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/26/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/23/25)
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  • Tax Manager - Insurance Tax

    Deloitte (Mclean, VA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... 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 (08/18/25)
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  • Tax Senior - Insurance Tax

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... 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
    Deloitte (08/18/25)
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  • Tax Manager - Private Equity

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous ... 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 (08/18/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Arlington, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... 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 (08/23/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Mclean, VA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
    Deloitte (08/21/25)
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