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- ...and information tools such as JD Edwards, Hyperion and database applications, a plus Undergraduate degree required; Advanced Degree, CFA and/or MBA, a plus Real Estate experience is a plus Benefits Personalized Health Care: Multiple medical, dental, and vision plan...SuggestedContract workFlexible hours
$65k - $80k
...on select projects, including secondary sales and investment oversight decisions. Qualifications Bachelor’s Degree, progress toward CFA or CAIA is preferred 1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant...SuggestedFull timeWork at officeRemote work$200k - $225k
...attracting, serving, and retaining high-net-worth clients. Series 65 required or obtained within 90 days of the start date. A CFP, CFA, CPA, or CIMA designation is a plus. Excellent written and verbal communication skills, with the ability to explain complex financial...SuggestedWork at office$80k - $100k
...accounts, and the levers for increasing or reducing taxes An understanding of financial markets and a relentless drive to learn more CFP, CFA, CPA, or similar designations or progress towards these designations are a plus Compensation $80,000 -100,000 base salary plus...Suggested- ...not required. Minimum of 3 years of successful sales/client service experience in the wealth management services industry CFP, CPWA, CFA, or other industry certification in process or committed to achieving for advancement opportunities; JD or CPA fulfill industry...SuggestedWork at office
- ...client relationships, and deliver high-quality advice-based solutions. The role emphasizes risk awareness, regulatory compliance, and collaboration with specialists; a Bachelor's degree is required and CFP/CPWA/CFA in process encouraged. #J-18808-Ljbffr Fifth Third BankSuggested
- ...traded company or Big 4/public accounting background ~ Exposure to treasury functions, capital markets, or balance-sheet–heavy businesses ~ Familiarity with digital assets, crypto accounting, or financial instruments ~ CPA, CFA, or progress toward certification...Suggested
$10k
...leadership, communication, and presentation skills. Bachelor’s degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited...SuggestedFull timeWork at officeLocal areaFlexible hours- ...years of treasury, finance, or related experience Education: Bachelor’s degree in Finance, Accounting, or related field MBA, CFA, or CTP certification preferred Experience in cash management, liquidity planning, and global banking operations Knowledge of debt...SuggestedOngoing contractFull timeTemporary workWork at office
- ...investments with a team and in-house specialists. You will grow the practice by deepening relationships, coordinating across experts, and leading onboarding of new clients. A CFP/CFA/CPA/CIMA designation is a plus and Series 65 is required. #J-18808-Ljbffr Lido AdvisorsSuggested
$120k - $150k
...stakeholders Qualifications ~ Bachelor’s degree required; finance, economics, or related field strongly preferred; MBA and/or CFA a plus ~5–10+ years of professional experience in sales, business development, investor relations, capital markets, consulting, or...Suggested$65k - $90k
...equity and venture capital funds, and healthcare organizations. Our professionals hold advanced designations including CPA/ABV, CVA, CFA, and ASA, and contribute regularly to national publications and industry conferences. We are currently seeking an experienced Valuation...SuggestedWork at officeLocal areaWithum
Boca Raton, FL19 hours ago$115.1k - $156.9k
...valuation firm, public accounting firm, consulting firm, or real estate appraisal firm. Relevant valuation designation(s) MAI, ASA, CPA, CFA, CEIV, CVFI, ABV, or CVA Prior experience effectively resolving external review issues, including auditor, regulatory, or third-...SuggestedContract workLocal areaFlexible hoursArmanino
Boca Raton, FL1 day ago$86.4k - $105.6k
...five or more years of experiencePreferred Skills/Experience- Capital Markets knowledge and experience- Chartered Financial Analyst (CFA) certification- In-depth knowledge of the company’s products and services- Strong relationship management and business development/sales...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours3 days per week$300k
...negotiation, and presentation skillsPreferred/Desired Qualifications:MBA or other relevant advanced degree preferredCPA, CIRA, CTP, CFA, or other relevant professional certificationEisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of...SuggestedFull timeLocal area- ...functional teams or projects with moderate resource requirements, risk, and/or complexity.Advanced educational and professional designations. CFA strongly preferred.Work AuthorizationApplicants must be authorized to work in the U.S. without the need for employment-based visa...Full timeWork experience placementH1bLocal areaWorldwideFlexible hours
- ...months of entering positionPreferred Qualifications:1. 7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation3. Maintains up to date knowledge of Treasury Trends & Best Practices4. Expected to be subject area experts in one (or...Full timePart timeShift workDay shift
$165k - $200k
...Excellent writing, speaking, and presentation skills- Ability to make critical decisions independently- Professional designation such as CFA or CFP is preferredLocationThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...is highly desirable Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degrees or certifications (e.g. CFA) are a plus Seniority level Entry level Employment type Full-time Job function Marketing and Sales Industries Aviation & Aerospace...Full timeFlexible hours
$74k - $138k
...counter (OTC) and exchange traded (ETD) derivativesBachelor’s degree in accounting, Finance, Economics, or a related discipline.MBA, CPA, CFA, or similar professional designation is a plus.Strong understanding of investment operations, fund accounting, NAV reporting, and...Full timeContract workPart timeWork at officeLocal area- ...of fiduciary responsibilities and applicable investment governance standards.FINRA registrations and/or industry designations such as CFA, CFP, CIMA, or CTFA preferred.Job Expectations:Ability to travel as needed to support clients, team members, and business initiatives...Full timeWork experience placementWork at office
- ...Associate and/or various internal and external parties as needed Qualifications Bachelor’s Degree required; strong preference given to CFA® or CFP® professionals or those on track to earn any of these designations Previous work / internship experience in financial...Full timeTemporary workInternshipWork at officeLocal areaFlexible hours
- ...equivalent financial services/business experience Graduate Degree such as MBA or JD Holds appropriate credentials such as CPA, CFP and/or CFA designation The ideal candidate will bring an appropriate mix of financial services expertise, management and business development...Work experience placementWork at officeFlexible hoursShift workDay shift
$60k - $70k
...degree in Finance, Economics or other related discipline Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred 1+ years of relevant professional experience Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience...Local area- ...Twelve or more years related experience; or equivalent combination of education and experience Series 7, Series 63 required. CTFA, CFA, or current law license or current CPA preferred Well developed and sophisticated client service orientation Exceptional communication...Temporary workWork at officeRemote work
$110k - $120k
...guidance on technical accounting and industry practices. Qualifications: Bachelor’s degree in Accounting, Finance, or related field; CPA, CFA, or equivalent certification preferred. 5+ years of fund accounting experience in hedge funds, private equity, venture capital, or...Full time- ...and team management skillsPreferred/Desired Qualifications/Credentials:MBA or other relevant advanced degree preferredCPA, CIRA, CTP, CFA, or other relevant professional certificationEisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis...Full timeLocal area
- ...Takes on a leadership role on the team and within the business community Desired Qualifications MBA or Post-Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Business Development Client Management Client Solutions Advisory Prospecting Wealth...Work at officeFlexible hoursShift workDay shift
- ...portfolios. The ideal candidate will have exceptional communication skills, executive presence, and advanced credentials such as CPA, CFA, MBA, or equivalent. Responsibilities also include partnering with external advisors, developing financial models, and supporting...Work at office
$86.4k - $105.6k
...more years of experience Preferred Skills/Experience: Capital Markets knowledge and experience Chartered Financial Analyst (CFA) certification In-depth knowledge of the company's products and services Strong relationship management and business development...Temporary workWork at officeRemote workFlexible hours3 days per week
