Top 46 Pangeatwo Jobs

Certified Financial Planner
PangeaTwo —Birmingham, AL
- $70,000 - $120,000 a year
- CPA
- Mid-level
- Office
Quick Apply
Certified Financial Planner - CFP
PangeaTwo —Birmingham, AL
- $90,000 - $120,000 a year
- CPA
- Mid-level
- Office
Quick Apply
Corporate Accountant
PangeaTwo —Birmingham, AL
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Paralegal needed for Growing Law Firm in Vestavia Hills
PangeaTwo —Vestavia Hills, AL
- $58,000 - $65,000 a year
- Mid-level
- 3 years
- Organizational skills
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10d
Controller
PangeaTwo —Birmingham, AL
- $160,000 - $190,000 a year
- Full-time
- ERP systems
- Office
- Finance
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Accounting Manager
PangeaTwo —Birmingham, AL
- $125,000 - $145,000 a year
- CPA
- Research
- Office
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Bookkeeper / Contract (QuickBooks Experience Required)
PangeaTwo —Birmingham, AL
- $22 - $24 an hour
- Contract
- Office
- Analysis skills
- GAAP
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12d
Fabrication Services Technician- EXCELLENT BENEFITS!
PangeaTwo —Birmingham, AL
- $55,000 - $60,000 a year
- Clean driving record
- 5 years
- Computer literacy
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5d
Inventory Professional with SAP knowledge – Degree and/or Military background preferred.
PangeaTwo —Birmingham, AL
- $50,000 - $52,000 a year
- Oracle
- Hospital
- Military
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Legal Secretary – Litigation
PangeaTwo —Austin, TX
- $65,000 - $85,000 a year
- Overtime
- Research
- Mid-level
- Bachelor's degree
Quick Apply
Lease Accounting Specialist
PangeaTwo —Birmingham, AL
- $60,000 - $65,000 a year
- Research
- Mid-level
- Analysis skills
Quick Apply
Accounts Payable Clerk - Full-Time | On-Site
PangeaTwo —Birmingham, AL
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
5d
Accounts Payable/Receivable Clerk- GREAT COMPANY CULTURE near Lakeview!
PangeaTwo —Birmingham, AL
- $50,000 a year
- Mid-level
- Office
- 2 years
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5d
Tax Senior Accountant
PangeaTwo —Birmingham, AL
- $75,000 - $90,000 a year
- Full-time
- Management
- Data analysis skills
- Research
Quick Apply
12d
Staff Accountant
PangeaTwo —Birmingham, AL
- $80,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Director of Human Resources
PangeaTwo —Birmingham, AL
- $200,000 - $220,000 a year
- Writing skills
- Office
- Master's degree
Quick Apply
5d
Staff Accountant
PangeaTwo —Birmingham, AL
- $65,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- ERP systems
- Mid-level
Quick Apply
Accounting Analyst
PangeaTwo —Birmingham, AL
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply

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Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
Bachelor’s degree in Finance, Accounting, Business, or related field. Construct and maintain financial models, cash flow analyses, and planning projections.
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Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
The best fit for us would be someone that is currently developing detailed, comprehensive, and accurate financial plans for clients and able to answer client…
$125,000 - $300,000 a year
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Certified Financial Planner

PangeaTwo -
Birmingham, AL

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Job Details

$70,000 - $120,000 a year

Qualifications

Financial planning software
Master's degree in business administration
CFP
CPA
Presentation software
Household budget management
Investment management advisory services
Interviewing clients
Bachelor's degree in finance
Bachelor's degree in business
Financial client presentations
Mid-level
Income tax planning
Finance
Life insurance knowledge
Analysis skills
Health insurance
Bachelor's degree
Budget planning
Task prioritization
Investment client management
Data interpretation
Organizational skills
Financial goal setting advisory services
Presentation preparation
Developing investment risk management strategies
Life insurance sales
Certified Underwriter
Bachelor's degree in accounting
Business

Full Job Description

Certified Financial Planner - CFP
Birmingham, AL
$70,000 - $120,000 plus bonus depending on experience

Are you a CFP or a CPA with dreams of becoming a CFP? Do you truly enjoy the financial planning and analytical work but do not want to have to be the asset gatherer who is cold-calling and prospecting for new clients? Do you love the idea of working hand-in-hand with high-net-worth businessmen and women helping them attain their financial goals while also surpassing your own? Lastly, do you enjoy the consistency of a base compensation plan coupled with the incentives of a strong quarterly bonus program? If so, LET’S GO!

We are assisting a fast-paced, results-oriented independent investment, wealth management and financial planning firm in the Birmingham area with their search for a Certified Financial Planner. The firm works with high-net-worth individuals to develop long-term financial and investment plans based on the individual clients’ values, vision and goals. The ideal candidate would have a solid understanding of the needs of high-net-worth investors and be able to effectively communicate by developing narrative to engage those individuals. Most work is done in the office located in Hoover, AL, however the company has a tremendous family-first culture and flexible corporate/remote environment when needed.

Responsibilities

Ability to interview clients, analyze their entire financial life and recommend financial plans and monitor outcomes
Display in-depth knowledge of Financial Planning software tools and accurate input of financial data
Creating customized solutions for managing risk, accumulating wealth and optimal management of income and taxes
Creating family budgets, tax-sheltered investment plans, retirement savings and major purchase timelines

Qualifications

Progress towards a CFP is preferred, the short-term goal of becoming a CFP is required
Bachelor’s degree in Business, Finance, Accounting and/or related major
CPA, CLU, CHFC, MBA is a plus
Experience with Life and Health insurance
Strong demonstrated quantitative and analytical skills
Superior communication skills who take initiative and accountability
Proven ability to understand client objectives and risk tolerance
Excellent time management and strong organizational skills with the ability to prioritize multiple tasks and anticipate potential issues.
Create client ready presentations using Excel, PowerPoint and other technology tools and software
Strong work ethic, professional appearance, and demeanor

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.

IND123

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Refine Your Search

pangeatwo jobs

Certified Financial Planner

Certified Financial Planner - CFP

Corporate Accountant

Paralegal needed for Growing Law Firm in Vestavia Hills

Controller

Accounting Manager

Bookkeeper / Contract (QuickBooks Experience Required)

Fabrication Services Technician- EXCELLENT BENEFITS!

Inventory Professional with SAP knowledge – Degree and/or Military background preferred.

Legal Secretary – Litigation

Lease Accounting Specialist

Accounts Payable Clerk - Full-Time | On-Site

Accounts Payable/Receivable Clerk- GREAT COMPANY CULTURE near Lakeview!

Tax Senior Accountant

Staff Accountant

Director of Human Resources

Staff Accountant

Accounting Analyst

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