- 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 (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
- JPMorgan Chase (Plano, TX)
- …US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You ... capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all… more
- Applied Materials (Austin, TX)
- …be directly involved in the delivery of large projects and act as an advisor on commercial terms and sourcing methodologies. You will make recommendations based on ... improve. You will learn Applied Materials overall businesses and become a trusted advisor to partner with and guide our internal customers in their sourcing… more
- PNC (Houston, TX)
- …a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Education and Experience** : + Working toward bachelor's degree, Preferred business relevant majors (eg, Finance, Accounting, IT, Economics,...to include your name, the job ID, and your preferred method of contact in the body of the… more
- Lamar University (Beaumont, TX)
- …initiatives, including community engagement, life skills programming and acts as the advisor for the Student-Athlete Advisory Committee ( SAAC ). What You'll Do ... services such as student well-being and addressing academic and personal athletic needs. + Advisor for the Student-Athlete Advisor Committee ( SAAC ). + Support… 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...and investment solutions + Series 7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred… more