- HCA Healthcare (San Antonio, TX)
- …Assistant through the National Surgical Assistant Association (NSAA) + CSFA (formally CFA ) - Certified Surgical First Assistant through the National Board of ... Surgical Technology and Surgical Assisting (NBSTSA) C. LSA- Licensed Surgical Assistant through the Texas Medical Board **Essential Job Functions:** 1. Functions as a surgical first assistant at the direction of and under the appropriate supervision of the… more
- Elevance Health (Houston, TX)
- …or strategic finance. **Preferred Skills, Capabilities, and Experiences:** + ASA/FSA, CFA , or CEBS credentials preferred. For candidates working in person or ... virtually in the below location(s), the salary* range for this specific position is $105,504 to $180,864. Locations: California, Colorado, District of Columbia (Washington, DC), Illinois, Maryland, Massachusetts, Minnesota, Nevada, New York, Washington State… more
- Bank of America (Houston, TX)
- …start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development + ... Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making… more
- Bank of America (Dallas, TX)
- …teams + 5-7 years at large financial institutions **Desired Qualification:** + CPA or CFA + MBA + Master's Degree or equivalent work experience + Advanced Excel, ... Modeling, Data Manipulation + Financial Statement Analysis Experience **Skills:** + Audit Planning + Coaching + Internal Audit Review + Issue Management + Risk Management + Business Acumen + Critical Thinking + Project Management + Relationship Building +… more
- Bank of America (Houston, TX)
- …business community **Desired Qualifications:** + MBA or Post-Graduate Degree + CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development ... + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision… more
- Bank of America (Dallas, TX)
- …days of start date) Desired skills: * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA , CTFA, CFM or JD a significant plus Skills Used in this Role: * Business ... development * Prospecting and Qualification * Oral Communication * Investment Products and Solutions * Client team management * Influencing * Consulting * Problem Solving * Investment Products and Solutions * Advisory Sales * Pipeline management * Active… more
- Bank of America (San Antonio, TX)
- …to goals in a suitable and controlled way **Desired Qualifications:** + CFA designation **Minimum Education Requirement:** High School Diploma / GED / Secondary ... School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual… more
- Truist (Houston, TX)
- …7+ years of sales experience of financial or treasury products and/or services 2. CFA Designation 3. Maintains up to date knowledge of Treasury Trends & Best ... Practices 4. Expected to be subject area experts in one (or more) specific skill sets, business areas or products **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or… more
- Nuveen Investments (Dallas, TX)
- …related field) + Graduate degree (MBA, MS, MA in relevant field) + CFA , FRM, ASA, FSA, PhD, CPA, or other relevant professional certifications **TECHINCAL SKILLS:** ... + Advanced Excel proficiency (required) + Experience working with large datasets and financial databases + Programming skills (Python, R, SQL, VBA) a plus + Proactive user of AI/LLM tools with demonstrated advanced use cases + Familiarity with risk management… more
- Cherry Bekaert (TX)
- …preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis/mining and critical thinking skills + ... Experience working with Private Equity groups preferred + Willingness to travel as needed (expected <15%) **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and… more