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CPA, CFA, MBA or other professional designation a plus. CPA, CFA, MBA or other professional designation a plus. The Managing Director is responsible for generating sales, increasing revenue and profitability.
$55,000 - $165,000 a yearExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications. Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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A demonstrable plan for passing the CPA, CFA, CMA or other recognized professional credential. Executing high profile projects and engagements related to finance optimization (e.g., process optimization and automation using RPA, AI & ML), strategic transactions (e.g., IPOs or mergers and acquisitions), sustainable finance (e.g., ESG reporting and long-term value strategy and reporting), or accounting standards change (e.g., CECL, LDTI or LIBOR.
InternExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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A bachelor's degree in finance, accounting, or a related field is typically required for this role, and many organizations prefer candidates with a master's degree or professional certification such as CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Advanced degree and/or professional credentials preferred (e.g., CPA, CFA, CIA) Maintain supporting records for regulatory filings preparation in conjunction with the Compliance Director, Chief Compliance Officer, and outside advisers.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Advanced Degree or relevant professional certification such as CPA or CFA preferred. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Preferred: CAIA, CFP, CFA, CIMA, or MBA. Preferred: CAIA, CFP, CFA, CIMA, or MBA. Required: FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.
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Professional designation such as CFA or CFP is preferred. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$121,040 - $156,640 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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CFP, CFA, CPA, JD, or MBA required. Wealth Advisors work with other key members in wealth advisory to prepare Wealth Plans and Financial Updates including, Net Worth Statements, Cash Flow and Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc.
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Undergraduate degree in business, accounting, or related fieldMBA, CFP, CFA, CIMA. Undergraduate degree in business, accounting, or related fieldMBA, CFP, CFA, CIMA. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Full-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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CFA or CFP certification. You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Tuition Assistance (certs and trainings like CFA) Position Overview: The Client Service Associate is responsible for providing excellent customer service to our clients, as well as managing client relations and the development of new business.
Full-timeExpandApply NowActive JobUpdated 1 month ago
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