- 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 the Financial Advisor and Senior Financial … more
- Umpqua Bank (Scottsdale, AZ)
- …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Vanguard (Scottsdale, AZ)
- …projects and performs other duties as assigned. Qualifications + Bachelor's degree. + Certified Trust and Financial Advisor (CTFA) designation required (or ... for deepening client relationships. + Partner with Wealth Advisors, Financial Advisors, and Relationship Managers to vet and price...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… 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
- 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 II - Consumer... Financial Solutions Advisor II - Consumer Investments - West Valley...are guided by a common purpose to help make financial lives better through the power of every connection.… 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
- 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
- Sedgwick (Phoenix, AZ)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To develop, maintain, test and debug software to meet generally defined requirements in a Windows client/server environment utilizing software development languages/environments such as .Net, Microsoft SQL, HTML, CSS, JavaScript, C#, .NET/ASP , Angular… more
- Sedgwick (Phoenix, AZ)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY PURPOSE** **:** To analyze ... complex or technically difficult contract surety bond claims; to provide resolution of highly complex nature and/or high exposure surety claims; to coordinate case management within Company standards, industry best practices and specific client service… more
- BMO Financial Group (Scottsdale, AZ)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… 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 + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not… 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