Cfp Jobs in Decatur, GA (NOW HIRING)

CFP Designation or J.D. * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong ...

CFP Designation or J.D. * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong ...

S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.

Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...

Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...

Preferred Qualifications * CPA or CFP designation. * Prior leadership or supervisory experience. * Experience supporting record labels, music publishers, royalty administration, tour accounting ...

CFP preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

CFP preferred About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial ...

Advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred. * Experience : Minimum of 8+ years in tax compliance and planning, with at least 5 ...

D., CPA, or CFP preferred. * 5+ years of experience in trust administration, settlement administration, banking, or legal finance. * Working knowledge of IRC § 468B and settlement Regulation § 1 ...

Requirements * 5-7+ years of experience in tax advisory, family office, RIA, or public accounting * CPA (JD, LLM, CFP considered) * Deep expertise in individual, fiduciary, and closely held business ...

Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills: Advisory ...

... ChFC, CFP, etc.) strongly preferred. Proven track record in needs-based selling and management of consultative sales processes. Experience working in a bank, brokerage, or wealth management ...

CFP preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study. 2. Professional work experience with demonstrated competency in financial planning for affluent ...

Progress toward or interest in CFA or CFP certification strongly preferred * Proficiency in Microsoft Office and experience working with investment and portfolio management systems Additional ...

With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.

With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.

Preferred Qualifications * CPA, CFP, or other relevant certification. * Prior experience in a family office, business management, or professional services environment. * Familiarity with investment ...

CFP/CFA and MBA preferred. * Minimum of 12 years related Investment experience (e.g., investment management and trust). * Proven business development skills. * Demonstrated ability to collaborate.