- Unknown (El Paso, TX)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion is strongly preferred, as is… more
- Unknown (San Antonio, TX)
- …business administration, or a related field is typically required, and professional HR certification is a plus. The ideal candidate will be a trusted advisor ... , a champion of diversity and inclusion, and have a passion for developing and supporting the workforce. Travel Percent Less than 10% Functions Human Resources more
- Unknown (Greenville, TX)
- …compliance in all financial activities. The CFO will serve as a key advisor to the CEO and other executives, providing strategic financial guidance to support ... accounting, finance, or business administration, with a Master's degree or CPA certification . A minimum of 7 years' progressive financial leadership experience in a… more
- Unknown (Fort Worth, TX)
- …and strategic initiatives. This role is pivotal in serving as a trusted advisor to the CEO, ensuring that strategic priorities are effectively implemented across all ... strong analytical and reporting skills. While not mandatory, a PMP or similar certification is a plus. The company is an equal-opportunity employer and is committed… more
- Unknown (Austin, TX)
- …the details of people operations. The VP of People will serve as a trusted advisor to the CEO and executive team, with a focus on hiring, organizational development, ... to partner with C-level peers. The role also requires a candidate with a SHRM-SCP certification and a proven track record of success in a high-growth SaaS or tech… more
- Edward Jones (Pflugerville, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- JPMorgan Chase (Grand Prairie, TX)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and ... capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client… more
- Nuveen Investments (San Antonio, TX)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...If you do not have the CFP or CFA certification , TIAA will cover the cost of obtaining a… more
- Enterprise Mobility (Austin, TX)
- …line of Enterprise Mobility is excited to announce the opening of a Service Advisor ! The Service Advisor will primarily be responsible applying their automotive ... reviewing orders for scheduled as well as unscheduled repairs. The Service Advisor recommends proper maintenance intervals, repair procedures, and pricing to ensure… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA… more
