• Tax Senior - Federal / Corporate Tax

    Deloitte (Austin, 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
    Deloitte (10/25/25)
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  • Tax Manager - Private Wealth

    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 (10/25/25)
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  • Financial Planner - Symonds Wealth Management

    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
    Kestra Financial (12/08/25)
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  • JP Morgan Wealth Management - Executive Director…

    JPMorgan Chase (Plano, TX)
    …the field and between partners in the division and region to support new advisor initiatives and updates + Operate as subject matter expert on the Practice ... Management tools, products and capabilities + Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives **Required… more
    JPMorgan Chase (10/30/25)
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  • Financial Planning Support Specialist

    Insight Global (Fort Worth, TX)
    …FinTech - Coordinate with other home office teams as needed to resolve advisor support requests We are a company committed to creating inclusive environments where ... to understand and interpret client data - Excellent verbal and written communication skills - Advanced credentials in financial planning ( CFP , ChFC, CpA, etc.) more
    Insight Global (12/09/25)
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