- Vanguard (Charlotte, NC)
- Join Vanguard as a Certified Financial Planner in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career ... with a leading financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Charlotte, NC. With competitive… more
- Magellan Health Services (Charlotte, NC)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Equitable (Charlotte, NC)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Charlotte, NC)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Financial Professional - Retirement Benefits Group - Charlotte,...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Bank of America (Charlotte, NC)
- …preferably in business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Charlotte & Associates Market...we're guided by a common purpose to help make financial lives better by connecting clients and communities to… more
- Edward Jones (Charlotte, NC)
- …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Truist (Charlotte, NC)
- …Investment Analyst, Certified Investment Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and ... Financial Advisor, Chartered Life Underwriter or Certified Public Accountant **General Description of Available Benefits for Eligible Employees of Truist … more
- Vanguard (Charlotte, NC)
- Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
- Principal Financial Group (Charlotte, NC)
- …That Will Help You Stand Out** + Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) supported and encouraged for growth and ... area of service that help participants achieve Retirement Readiness and Financial Wellness by providing Fiduciary Recommendations to In-Plan Participants. Here are… more
- Deloitte (Charlotte, NC)
- …Enrolled Agent + Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... 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 (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... 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 (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... 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 (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate tax ... 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 (Charlotte, NC)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... 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 (Charlotte, NC)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more