- Regions Bank (Plano, TX)
- … Consultant and Certified Retirement Specialist + Two (2) years of Financial Advisory experience Compensation for this role includes base compensation ... products to help meet customer goals and offer in-depth guidance through Financial Planning services + Identifies and follow up on all opportunities to establish… more
- Grant Thornton (Houston, TX)
- As an Accounting Advisory Services Managing Director, you will be responsible for teams that consult with Grant Thornton accounting advisory clients on ... plus + Minimum of twelve years of experience providing financial statement audits, accounting advisory , or similar...statement audits, accounting advisory , or similar transaction advisory consulting services with deep experience in… more
- Charles Schwab (Austin, TX)
- …Qualifications:** + Five or more years working directly with clients in the financial services industry highly preferred **In addition to the salary range, ... with a 120-day condition of employment_ + Five or more years of advisory experience, including creating and customizing financial plans and portfolios for… more
- Robert Half Finance & Accounting (Dallas, TX)
- …Key Responsibilities: + Lead and support buy-side and sell-side QoE engagements, delivering financial due diligence and advisory services to private equity ... firm is known for its deep expertise in healthcare financial advisory , with a unique ability to...for client presentations. + Potential to contribute to related service lines, such as valuations, strategic consulting, M& A,… more
- Ankura (Houston, TX)
- …company advisory services : + In-court and out-of-court restructuring advisory + Liquidity management + Financial modeling and forecasting + Operational ... preferred (CFA, CIRA, CPA) + Restructuring experience preferred and/or relevant financial consulting experience including M&A transaction advisory and/or… more
- Truist (Dallas, TX)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five… more
- Wells Fargo (Houston, TX)
- …research, participating in strategic planning and assisting in the execution of advisory services + Conducting financial analysis, preparing credit ... Teams** Provides a full range of investment banking and advisory services to clients in the following...are welcome. + Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services… more
- Huntington National Bank (Dallas, TX)
- Description Capstone Partners' Financial Advisory Services (FAS) team is looking for an experienced associate to help clients in a range of situations. As an ... offering a fully integrated range of investment banking and financial advisory services uniquely tailored...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Deloitte (Houston, TX)
- …individual and organizational performance. As used in this posting, "Deloitte" means Deloitte Financial Advisory Services LLP, a subsidiary of Deloitte LLP. ... moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services , covering areas such as valuation modeling, cost… more
- Ankura (Dallas, TX)
- …company advisory services : + In-court and out-of-court restructuring advisory + Liquidity management + Financial modeling and forecasting + Operational ... business and the restructuring. Ankura's team provides strategic and financial advice to companies, boards, and investors. Our consultants...Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers … more