- Vanguard (Scottsdale, AZ)
- Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...to this role you will be considered for Senior Financial Advisor opportunities. As a Vanguard … more
- UMB Bank (Chandler, AZ)
- …or combination of education and experience that provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- Edward Jones (Phoenix, AZ)
- …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)… more
- Bank of America (Phoenix, AZ)
- 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...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- HUB International (Scottsdale, AZ)
- As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and ... field preferred. + 5 years of experience as a Financial Advisor , delivering high quality financial...of series 63 and 65 securities registration required + Certified Financial Planner (CFP) designation preferred +… more
- Bank of America (Phoenix, AZ)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale,… more
- JPMorgan Chase (Phoenix, AZ)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- PNC (Phoenix, AZ)
- … Certified Treasury Professions (CTP) by the Association of Financial Professionals and technology certifications that represent foundational understanding of ... have an opportunity to contribute to the company's success. As a Product Advisor III- Treasury Solutions within PNC's Treasury Management organization, you will be… more
- Charles Schwab (Phoenix, AZ)
- …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... license + (May be obtained with a 120-day condition of employment for certified and current CFP(R) designation or CFA(R) designation holders, verified before hire) +… more
- DriveTime (Mesa, AZ)
- …servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables ... or GED + 2+ years of experience in collections, financial services, and/or phone-based sales, customer service or customer...DriveTime Family of Brands is Great Place to Work Certified ! And get this: 90% of our rockstar employees… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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 (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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 (Tempe, AZ)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... 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 (Tempe, AZ)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + 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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + 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… more
- Deloitte (Tempe, AZ)
- …If not CPA eligible: + 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in… more
- Deloitte (Tempe, AZ)
- …(Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified ... compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address… more