• Investment Consultant - City National Rochdale

    City National Bank (Houston, TX)
    …or Ultra High Net Market markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA ) * Ability to ... travel up to 40% of the time (including but not limited to the following locations: Austin, San Antonio, El Paso, South Texas) *Additional Qualifications* * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree… more
    City National Bank (08/07/25)
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  • Wealth Management Advisor-Knoxville, TN

    TIAA (Dallas, TX)
    …Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and ... increase your base salary upon successful completion; preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative… more
    TIAA (08/02/25)
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  • Transaction Advisory Associate (In-Person)

    Maxwell Locke & Ritter (Austin, TX)
    …experience in public accounting (preferably Big 4, national, regional or large local firm) + CPA, CFA , or eligible to sit for CPA or CFA exam + Ability to work ... in-person at our downtown Austin office + Strong Excel skills + Highly motivated team player + Strong written and verbal communication skills + Aptitude for project management + Exposure or some experience with M&A transactions and Quality of Earnings reports… more
    Maxwell Locke & Ritter (07/22/25)
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  • Equity Research Associate - IT Services

    Truist (Houston, TX)
    …87 and either the Series 86 or a FINRA waiver for those who have completed CFA II. 3. Minimum of 5 years of related work experience or academic study beyond BA/BS. ... 6. Strong analytical and sales skills **Preferred Qualifications:** 1. Advanced Degree and/or CFA Designation 2. 6+ years of related work experience 3. Experience in… more
    Truist (07/04/25)
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  • Audit Sr Advisor - Corporate

    First Horizon Bank (Dallas, TX)
    …Institute of Internal Auditors (IIA) Standards Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.). Prior experience at a ... + (preferred) **CERTIFICATES, LICENSES, REGISTRATIONS** Certification or License required (CIA, CISA, CPA, CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.) or ability to… more
    First Horizon Bank (06/28/25)
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  • Technology Audit Manager

    Citigroup (Irving, TX)
    …+ 6-10 years of relevant experience . Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business side ... : + 6-10 years of relevant experience + Related certifications (CPA, ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business side of… more
    Citigroup (06/20/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification programs ... such as CFA , CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of… more
    Truist (06/03/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Dallas, TX)
    …Certified Information Systems Auditor (CISA) Or * Chartered Financial Analyst ( CFA ) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional ... Qualifications* * Strong verbal and written communication skills, to effectively present to peers and business management. * Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive… more
    City National Bank (08/21/25)
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  • Tax Senior, Private Equity

    Deloitte (San Antonio, TX)
    …+ 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 skills The… more
    Deloitte (08/20/25)
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  • Analyst, Mortgage Capital Markets, Global Capital…

    Scotiabank (Houston, TX)
    …agency mortgage warehouse lending preferred * Degree in Business or related field. MBA/CPA/ CFA or other industry designation is helpful * Banking experience in a ... Corporate/Commercial lending or related environment * Prior experience in mortgage capital markets / mortgage warehouse financing strongly preferred * Requires computer (Word, Excel, PowerPoint) proficiencies as well as excellent written and oral communication… more
    Scotiabank (08/20/25)
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