• Tax Manager - Private Wealth

    Deloitte (Houston, TX)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, ... finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational… more
    Deloitte (10/25/25)
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  • Sr. Manager, Wealth Advisor- Schwab Wealth…

    Charles Schwab (Westlake, TX)
    …this may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA (R) designation + Bachelor's degree + Active and ... valid FINRA Series 7 license + _May be obtained with a 120-day condition of employment_ + Active and valid FINRA Series 66 license required + _May be obtained with a 120-day condition of employment_ + Five or more years of advisory experience, including… more
    Charles Schwab (01/01/26)
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  • Premier Advisor or Banker - Houston

    Truist (Webster, TX)
    …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking… more
    Truist (12/07/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …**Skills/Requirements** What Experience You Need: + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, Accounting ... Set You Apart: + Series 24 license + Advanced degree; CPA, JD, CFA or additional financial planning certification. Read More About Skills/Requirements **Awards &… more
    Edward Jones (01/03/26)
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