- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading ... career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a… more
- Regions Bank (Houston, TX)
- …Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Texas A&M University System (Galveston, TX)
- …in an enrollment management area focusing on outreach and/or retention. Certified Financial Advisor or Accredited Financial Counselor. Knowledge, Skills, ... Job Title Financial Aid Advisor II Agency Texas A&M University Department Scholarships...Scholarships & Financial Aid is seeking a Financial Aid Advisor II to counsel and provide information on federal,… more
- Truist (Webster, TX)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Insight Global (Fort Worth, TX)
- …Economics, or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner (CFP) designation ... Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to design tailored investment and retirement… more
- Huron Consulting Group (Houston, TX)
- …of the following certifications: such as Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $120,000 - $160,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- Huron Consulting Group (Houston, TX)
- …or more of the following certifications: Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $165,000 - $215,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- Huron Consulting Group (Dallas, TX)
- …or more of the following certifications: Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Certified Public ... Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is $200,000 - $270,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job… more
- Capital One (Plano, TX)
- Senior Manager, Compliance Advisor - Retail Bank The Senior Manager, Compliance Advisor - Retail Bank performs a key risk management role (second line of ... within the Compliance Management Program framework, the Retail Bank Compliance Advisor is responsible for delivering quality results, providing compliance advice to… more
- Deloitte (Houston, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more