64 jobs matching your criteria
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA)
access_time Posted 5 days ago
account_balance Avantax Planning Partners
location_on Kansas City
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
Financial Planner
access_time Posted 28 days ago
account_balance Keen Wealth Advisors
location_on Overland Park
The Financial Planner is an integral part of the organization. They will provide financial planning ... CFP® certificate or CPA preferred * Experience using Salesforce, MoneyGuide, eMoney, and Orion
Financial Planning & Analysis - Lead Analyst - Tech Sector
access_time Posted 1 month ago
account_balance Canonical - Jobs
location_on Kansas City
We are hiring a Financial Planning & Analysis Lead to play a key part leading our monthly business ... certifications and experience * Previous experience as a subject matter expert in Financial ...
Project Planner
access_time Posted 12 days ago
account_balance Toole Design
location_on Kansas City
We practice what we preach and provide our employees with financial incentives to walk, bike, or ... Certification as an AICP is a plus * Experience independently managing tasks or projects
Associate Attorney
access_time Posted 1 month ago
account_balance Crane & Merriman, PC
location_on Kansas City
He earned his Certified Financial Planner mark in 1996. Although he no longer prepares tax returns and maintains his CFP and securities licenses, he can help you pursue a practice in those areas as ...
Senior Trust Officer
access_time Posted 1 month ago
account_balance National Advisors Trust Company
location_on Kansas City
... financial services industry and the clients they serve. NAH's strong and growing asset base make ... CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification). * A minimum of eight ...
CFO, Fractional
access_time Posted yesterday
account_balance Core Catalysts, LLC
location_on Overland Park
Proven experience as a CFO or senior financial executive * CPA or MBA in Finance preferred * Strong understanding of financial planning and analysis * Experience in strategic financial management and ...
Senior Accountant, Financial Reporting
access_time Posted 1 month ago
account_balance Propio Language Services
location_on Overland Park
Additional responsibilities include ad-hoc financial reporting, financial planning and analysis ... Bachelor's Degree in Accounting or Finance * CPA preferred * 3+ years ofexperience working at the ...
Senior Accountant, Financial Reporting
access_time Posted 1 month ago
account_balance Corporate Propio Language Services
location_on Overland Park
Additional responsibilities include ad-hoc financial reporting, financial planning and analysis ... Bachelor's Degree in Accounting or Finance * CPA preferred * 3+ years of experience working at the ...
Remote Finance Transformation Analyst
access_time Posted 13 days ago
account_balance SolomonEdwards
location_on Kansas City
... financial planning, and analysis, or a related field, with demonstrated knowledge and understanding of financial processes, and best practices. * Certified Public Accounting (CPA) * 2-4 years Big ...
CPA | Senior Tax Manager | Senior Audit Manager
access_time Posted yesterday
account_balance Rogers & Peters, LLC
location_on Kansas City
We provide a wide range of accounting, auditing, and financial services to a diverse clientele. Our ... Supervise tax planning and consulting engagements. * Develop and maintain strong client ...
Certified Public Accountant
access_time Posted 5 days ago
account_balance Innovative Systems Group
location_on Overland Park
... financial results. * Solid understanding of ERP systems including sub-modules. May assist in the ... Bachelors in Finance or Accounting * CPA preferred * At least 3 years relevant experience required
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