- Citigroup (Houston, TX)
- …years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S31; NOTE:… more
- Vaco (Houston, TX)
- …+ Experience in a staffing, recruiting, or consulting role highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- Oracle (Austin, TX)
- …experience in large, complex, multi-region go-to-market organizations. + Certifications: CPA, CFA , or MBA preferred. **Key performance indicators** + Forecast ... accuracy (OPEX/HC and commissions) + Close timeliness and quality of variance bridges/insights + Executive stakeholder satisfaction and decision velocity + ROI and productivity improvements from spend and headcount deployment + Team engagement, capability… more
- Vaco (San Antonio, TX)
- …with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + ... Minimum 2 to 3 years' selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals. **Technical Skills** : + Must have working… more
- Vaco (Houston, TX)
- …to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + ... Minimum 4 years' client relations experience in audit, tax, and/or public accounting highly preferred, or experience selling accounting/financial project solutions. + Proven success achieving and/or exceeding performance goals. **Technical Skills:** + Must… more
- Bank of America (Dallas, TX)
- …a passion for alternative investments + Undergraduate degree in Finance, Marketing or Business Administration ( CFA , CAIA or MBA a plus) is preferred + Series 7 & ... 66 preferred at time of hire or must be able to obtain within 120 days of start date **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Relationship Building + Collaboration + Presentation Skills +… more
- Matter Family Office (Dallas, TX)
- …BS degree with exceptional academic performance from a challenging four-year institution. + CFP, CFA , CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
- City National Bank (Houston, TX)
- …Word, Excel, Power Point, etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities Rep ... * Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services. * Excellent analytical and financial analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel,… more
- Truist (Dallas, TX)
- …applicable 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… more
- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more