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Wells Fargo - McLean, VA

Advance degree and/or professional designations such as CFP, JD, CPA or Masters in Taxation. Sr Wealth Planning Strategist....

International Tax Search - Charlotte, NC

Our client is a top tier CPA firm with operations in over 100 countries worldwide and a staff strength of approximately 30,000....

International Tax Search - Boston, MA

My client is a top tier CPA firm with operations in over 100 countries worldwide and a staff strength of approximately 30,000....

Brokers International Financial Services, LLC - Panora, IA

CPA, FLMI, CFP, CRCP or other designations helpful, but not required. Brokers International Financial Services, an independent broker-dealer and registered...

CADENCE BANK, N.A. - The Woodlands, TX

• Advanced degree (master’s degree, CPA, CFP), fully licensed (series 7, 66, insurance) preferred Skills & Abilities • Business development and decision making...

Guidance Wealth, LLC - Elkhart, IN

CFP, ChFC, CFA, QPFC, CPFA, AIF, AAMS, etc. In-House CPA Tax Consultant dedicated to serving your clients....

OneIndiana Financial Group - Indianapolis, IN

Advanced degrees and certifications are a plus (MBA, CFP®, CPA, ChFC, JD, etc.). Why Join Us?*....

Azzad Asset Management - Falls Church, VA

Additional professional financial designations such as CFP or CPA or others are preferred, but not required....

Fidelity Investments - Boston, MA

Senior Wealth Planning Specialist-Boston - 1605579 The Senior Wealth Planning Specialist (SWPS) will partner closely with Wealth Management Advisors to...


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