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Estate Planning Specialist, Northern California
Fidelity Investments - San Jose, CA
JD, CFP, CPA designations preferred. Estate Planning Specialist, Northern California....
Sr Wealth Planning Strategist
Wells Fargo - McLean, VA
Advance degree and/or professional designations such as CFP, JD, CPA or Masters in Taxation. Sr Wealth Planning Strategist....
Tax Manager (Private Wealth)
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....
Senior Tax Director (Private Wealth)
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....
Chief Financial Officer
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...
WS Private Banker III
CADENCE BANK, N.A. - The Woodlands, TX
Advanced degree (masters degree, CPA, CFP), fully licensed (series 7, 66, insurance) preferred Skills & Abilities Business development and decision making...
Private Wealth Manager - Financial Advisor
Guidance Wealth, LLC - Elkhart, IN
CFP, ChFC, CFA, QPFC, CPFA, AIF, AAMS, etc. In-House CPA Tax Consultant dedicated to serving your clients....
Financial & Insurance Advisor
OneIndiana Financial Group - Indianapolis, IN
Advanced degrees and certifications are a plus (MBA, CFP®, CPA, ChFC, JD, etc.). Why Join Us?*....
Financial Advisor in Islamic Finance
Azzad Asset Management - Falls Church, VA
Additional professional financial designations such as CFP or CPA or others are preferred, but not required....
Senior Wealth Planning Specialist-Boston
Fidelity Investments - Boston, MA
Senior Wealth Planning Specialist-Boston - 1605579 The Senior Wealth Planning Specialist (SWPS) will partner closely with Wealth Management Advisors to...