Top 8 Cfa Jobs in Peoria, Il

Advisory
ITC WORLDWIDE —Peoria, IL
- CPA
- Bachelor of Science
- Mid-level
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Wealth Management Associate
Equitable Advisors —Peoria, IL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Advisor - Peoria Region
CEFCU —Peoria, IL
- $58,656 a year
- Full-time
- Spanish
- Clean driving record
- Mid-level
- Wellness program
- Health savings account
12h
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Peoria, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Customer Service Representative - State Farm Agent Team Member
Dee Clark - State Farm Agent —Canton, IL
- $15 - $20 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid holidays
- Paid time off
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Financial Advisor - Pekin, IL
COUNTRY Financial —Pekin, IL
- Full-time
- CPA
- Mid-level
- Office
Wealth Management Associate– Retirement Benefits Group (Peoria, IL)
Equitable Advisors —Peoria, IL
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Client Services Specialist
Busey Bank —Peoria, IL
- $25 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply

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Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3)…
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Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Peoria, IL
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 a year

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Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Bachelor's Degree in business related field or equivalent work…
$116,000 - $216,000 a year
12d
PWM Private Wealth Advisor
U.S. Bank National Association —Columbus, OH
Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$126,820 - $149,200 a year

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cfa jobs near peoria, il

Advisory

ITC WORLDWIDE
Peoria, IL

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Job Details

Qualifications

Risk assessment

Full Job Description

About Us

ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience.

Responsibilities

Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.
Develop an understanding of the ITC audit automation approach and ERP tools.
Assess risks and evaluate the client's internal control structure.
Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues.
Prepare financial statements under prescribed formats.

Required Skills and Qualifications

Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance.
You must have passed your ACCA, CPA, CFA, or CIMA exam.

N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent.

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Next Steps: Once you have completed the survey, please proceed with your job application as instructed.

Learn more:https://itcdynamics365.support/advisory-bpo-accounting-tax-audit

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cfa jobs in peoria, il

Advisory

Wealth Management Associate

Financial Advisor - Peoria Region

Wealth Management Associate - Retirement Benefits Group

Customer Service Representative - State Farm Agent Team Member

Financial Advisor - Pekin, IL

Wealth Management Associate– Retirement Benefits Group (Peoria, IL)

Wealth Management Client Services Specialist

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