- Deloitte (San Antonio, TX)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST, MAcc, JD, or LLM + Previous Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- Deloitte (Houston, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in ... accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication… more
- Deloitte (Houston, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big ... 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Deloitte (San Antonio, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead ...63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or… more
- Charles Schwab (Westlake, TX)
- …advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to help clients manage large ... + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA,… more
- JPMorgan Chase (Dallas, TX)
- …possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through ... partners in the division and region to support new advisor initiatives and updates + Become a subject matter...Series 66 required **Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm,… more
- JPMorgan Chase (Plano, TX)
- …Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver ... build successful and sustainable long-term behaviors. **Job Summary:** + Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to… more