- Charles Schwab (Westlake, TX)
- …investment management is valued, but experience in equity portfolio analysis is a distinct plus. + CFA charter or an active desire to pursue a CFA charter is a ... distinct plus. An advanced degree in finance or quantitative methods is a distinct plus. + Ability to utilize a versatile skill set and leadership qualities to take detail-oriented approaches to creatively solve problems. + Capacity to collaborate with other… more
- Nuveen Investments (San Antonio, 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
- Charles Schwab (Southlake, TX)
- …negotiation skills. + Education: BA/BS in finance, computer science or related field. Finance CFA Foundation or CFA certification would also be accepted. + 8+ ... years of relevant experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology. + Preferred Proficiencies: Experience in component-based development (integrating vendor products with… more
- Lumen (Austin, TX)
- …Reviews (PMRs). *Compliance & Documentation Support: Develop and execute a CFA -compliant EVMS reports. Ensure adherence to internal controls and federal regulations. ... and SAP S/4HANA EVMS platforms *Deep understanding of ANSI/EIA-748 and CFA certification requirements *Professional certifications (eg, PMP, EVMS, CPA, CPCM) are… more
- UWorld, LLC (Dallas, TX)
- …focuses on selling UWorld's Finance and Accounting education solutions- specifically CFA and CMA Review-to corporations throughout a multi-state territory. The ideal ... and Benefit teams. + Establish UWorld presence through events, industry engagements, CFA and IMA regional and national conferences and webinars. Sales Execution +… more
- Charles Schwab (Westlake, TX)
- …Center and Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP)** + A client-centric focus - keeps clients in forefront of ... services industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP, etc.) **What's in it for you** At Schwab, you're empowered… more
- Truist (Dallas, 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
- City National Bank (Austin, TX)
- …66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) ... * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital… more
- Maxwell Locke & Ritter (Austin, TX)
- …regional or large local firm) + Experience with quality of earnings (QoE) analysis preferred + 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
- Amazon (Austin, TX)
- …analytical field experience - Bachelor's degree Preferred Qualifications - MBA - CPA - CFA Amazon is an equal opportunity employer and does not discriminate on the ... basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the… more