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Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or. SRC Indicator: Series 7; Series 63; Series 65; Series 66. For Applicants of Nuveen residing in Europe and APAC, please click here.
$44.23 - $52.88 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Join Walmart's Global AML and Financial Services Compliance ("FSC") Consumer Protection and Anti-Fraud team as an experienced Consumer Financial Protection ("CFP") subject matter expert. This is a unique opportunity for a seasoned CFP professional to shape and lead CFP compliance for the world's largest retailer as it continues to expand its financial services offerings around the globe.
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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Within the BTS practice we serve renewable energy clients that develop, build, own and operate renewable energy projects, such as wind, solar, battery storage, geothermal, biomass, and fuel cell projects.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Advanced degree such as MST, MAcc, LLM, or JD, or related field. IRC section 45V Clean Hydrogen Tax Credit. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The ideal candidate will monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Business Tax Services ("BTS") is a national practice within Deloitte Tax. Deloitte delivers a holistic and coordinated approach to complex tax issues.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects. Our Business Tax Services ("BTS") practice provides our clients a broad range of tax services across more than 150 countries and regions worldwide.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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You will work with an experienced and passionate team in a growing area focused on renewable energy and sustainability, proactively collaborating with colleagues across all member firms - Tax, Advisory, Consulting, and Audit and Assurance.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Certifications/Advanced Degree Preferred: CFP, CTFA, CPA, CIA, JD or MBA. Certifications/Advanced Degree Preferred: CFP, CTFA, CPA, CIA, JD or MBA. Technical knowledge of probate, administration, fiduciary and trust administration.
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We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position.
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Attainment of one or more of the following:Chartered Financial Analyst (CFA)Chartered Alternative Investment Analyst (CAIA)Certified Public Accountant (CPA)Real Estate Broker licenseCertified Employee Benefit Specialist (CEBS)Certified Financial Planner (CFP.
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Bachelor's degree required and/or CFP, CFA, CAIA, CIMA or similar designation preferred - JD, CHFC, EA, and MBA a plus. Bachelor's degree required and/or CFP, CFA, CAIA, CIMA or similar designation preferred - JD, CHFC, EA, and MBA a plus.
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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
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Using required State of Hawaii Insurance and Financial Industry Regulatory Authority (FINRA) Series 7, 66 and/or 65/63 (or CFP in lieu of S65) licenses, solicits and services mutual funds, insurance contracts, and advisory services/managed account portfolio solutions (MAPS.
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