Associate Financial Planner-Active CPA/CFP

Job DescriptionJob DescriptionCornerStone Professional Placement is seeking a Financial Planners for a highly regarded client in Frisco, Texas. As the Financial Planner, you will be joining the Planning Department that will be responsible in financial analysis and tax planning, as well as working with internal departments and vendors for the...

Gpac, a 30 years recruitment company, is partnered with a well-established company in the Wealth Management sector! Our client, a locally owned and operated bank, is seeking an experienced Wealth Planner to join their team! Opportunity: Core team members will gain valuable experience in a collaborative and flexible environment. Other benefits and...

Position Overview Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, offering clients a significant advantage across major U.S. regions and leading global financial centers. Our firm operates under an alternative practice structure in compliance with the AICPA Code of Professional Conduct and relevant regulations. As a licensed independent...

POSITION OVERVIEW The Loan Officer is responsible for originating mortgage loans by meeting with potential borrowers to determine appropriate product, obtain proper documentation and follow through with the entire loan process. Essential Duties and Responsibilities: Originate quality FHA, VA and conventional mortgage and home equity loans. Manage customers...

Position Overview Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, delivering clients a distinct advantage across major U.S. regions and in leading global financial hubs. We provide professional services through a unique practice structure in compliance with the AICPA Code of Professional Conduct and relevant laws and standards. As an...

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker...

Position Overview Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, offering clients a distinct advantage across major U.S. regions and in leading global financial hubs. We provide professional services through a unique practice structure in compliance with the AICPA Code of Professional Conduct and relevant laws and standards. As a...

Position OverviewThe M&A Financial Analyst role is offered by 7 Pillars, a subsidiary of Cain Watters & Associates. This organization specializes in guiding dental professionals through the transition process, focusing on private practice dental transitions to various buyers including DSOs and private equity groups.Key ResponsibilitiesCollaborate with the...

Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Position OverviewThe Merger & Acquisition Analyst role is available at 7 Pillars, a subsidiary of Cain Watters & Associates. This firm specializes in assisting dental professionals with the transition process, focusing on private practice dental transitions to DSOs, private equity entities, and strategic buyers.Role SummaryReporting directly to the Director...

Position OverviewThe M&A Financial Analyst role is with 7 Pillars, a subsidiary of Cain Watters & Associates. 7 Pillars specializes in assisting dental professionals through the transition process, focusing on private practice dental transitions to dental service organizations (DSOs), private equity firms, and strategic acquirers.Role SummaryReporting...

SEC Reporting SpecialistAre you driven by a passion for financial disclosures and looking for a rewarding role in a vibrant setting? Join our esteemed team at CFA Institute as an SEC Reporting Specialist. In this position, you will play a pivotal role in crafting precise and thorough financial statements for a variety of stakeholders, including regulatory...

Become a vital part of a dedicated team that values diversity and passion in serving our members and promoting the sport of golf. At the PGA of America, we prioritize a culture of support, respect, and appreciation for every team member's contributions.Position Title: Senior Accountant KEY RESPONSIBILITIES:1. Assist in the completion of month-end and...

Job OverviewPosition: Financial Operations AssociateCompany: AdvantixLocation: RemoteAbout Us:At Advantix, we are a rapidly expanding organization filled with passionate individuals including customer service experts, technology enthusiasts, analysts, and creative minds. Our mission is to redefine the connected experience, delivering innovative solutions and...

Regional DirectorThe Senior Director, Portfolio Management, is responsible for managing a team of approximately 17-20 Portfolio Managers and support Wealth Management. Partners with the Managing Director on strategic management issues, this leader will develop the direction of their team and will be responsible for the team's tactical direction and results....

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...