- Cherry Bekaert (Sugar Land, TX)
- …Place to Work (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory , assurance and tax services to our clients. ... Due to the sustained growth and success of our Deal Advisory (https://www.cbh.com/ services / advisory /transaction- advisory - services /deal- advisory… more
- Charles Schwab (Westlake, TX)
- …for this role to work on site in the specified location._ As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be ... joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you...COE) + Minimum 2 year of experience in the financial services industry working directly with clients… more
- Grant Thornton (Houston, TX)
- …licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed a multinational, ... As an IT Diligence Senior Associate , you'll help the organizations clients solve their...strategies that result in real impact for the Transaction Advisory Practice - all with the resources, environment, and… more
- Charles Schwab (Austin, TX)
- …be obtained with a 120-day COE) + 1-3 years of experience in the financial services industry **Preferred Qualifications:** + Experience servicing high net worth ... client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.… more
- HNTB (Austin, TX)
- …For** This opportunity entails being responsible for supporting one of the Advisory Practice Groups. The selected candidate will support asset management and O&M ... consulting services , focusing on public-private partnership (P3) projects, performance-based maintenance, and life cycle cost analysis. The role involves assisting… more
- Maxwell Locke & Ritter (Austin, TX)
- Transaction Advisory Associate (In-Person) Department: Transaction Advisory Services Location: Downtown Austin Who We Are Maxwell Locke & Ritter LLP ... protected by federal, state, or local laws. What You'll Be Doing As a transaction advisory associate , you will be a key member of buy-side and sell-side deal… more
- Vanguard (Dallas, TX)
- …Stay updated on financial planning, capital markets, and the financial services industry. + Technological Proficiency: Utilize technology to enhance ... Vanguard is seeking talented Financial Advisors to join our dynamic team across...professional growth. Qualifications: + 1-2 years of experience in advisory or paraplanner roles. + Undergraduate degree required. +… more
- Kestra Financial (Grapevine, TX)
- Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a ... help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate ...with a minimum of 3 years executive administrative experience; financial services industry experience a plus +… more
- Raymond James Financial, Inc. (Fort Worth, TX)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... Service Associate who is a motivated, detail...School Diploma or equivalent and five (5) years of financial services industry service experience,… more
- Woodforest National Bank (The Woodlands, TX)
- The Registered Client Service Associate works under general supervision, using specialized knowledge and skills obtained through experience and/or formal ... Strong analytical and problem-solving skills. Minimum Qualifications/Experience: . 5 years of financial services industry experience, or an equivalent amount of… more