• Wealth Advisor III - Dallas / Fort Worth

    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
    Truist (12/02/25)
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  • Market Risk Analyst - North America Crude…

    ExxonMobil (Spring, TX)
    …generate hedging signals. **Qualifications:** Academic: * Bachelor's degree or above (Master's, MBA , CFA , or Ph.D.) in Economics, Finance, Mathematics or ... Statistics **Required Qualifications:** * 2-4 years of experience in financial, energy or chemical risk management * Strong knowledge of crude oil and freight markets, as well as other energy and traded markets * Strong understanding of physical trading,… more
    ExxonMobil (01/15/26)
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  • US Private Bank - Investment Specialist - Vice…

    JPMorgan Chase (Austin, TX)
    …guidance to junior staff **Required Qualifications, Capabilities, Skills** + Bachelor's degree required; MBA or CFA preferred + Series 7, 66 and Insurance ... licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Seven plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management… more
    JPMorgan Chase (01/11/26)
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  • Senior Relationship Manager

    CIBC (Dallas, TX)
    …+ **Educational background:** Hold a bachelor's degree and/or advanced certifications such as MBA , CFA , CPA, CFP, or JD. + **Wealth management expertise:** Bring ... 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated… more
    CIBC (01/09/26)
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  • Financial Planning & Analysis Manager

    Robert Half Finance & Accounting (Lewisville, TX)
    …recommendations for performance improvement. Requirements: * Bachelor's degree in Accounting or Finance required. MBA or CFA is a plus, but not required. * 4-5+ ... years of progressive finance experience in a corporate environment. * Strong financial modeling skills in Excel; advanced formulas helpful, but not required. * Skilled in creating and delivering presentations in PowerPoint. * Experience partnering… more
    Robert Half Finance & Accounting (01/07/26)
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  • Relationship Manager - Private Wealth

    CIBC (Austin, TX)
    …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA , CPA, or CFP are preferred. + **Wealth management ... expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated,… more
    CIBC (01/07/26)
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  • Servicing Financial Analysis Manager

    PennyMac (Carrollton, TX)
    …and values What You'll Bring + Bachelor's Degree and 5+ years of related experience; MBA or CFA preferred + Advanced data modeling skills using spreadsheets and ... other business intelligence tools + Strong understanding of the key financial and business drivers within mortgage banking (and ideally mortgage servicing) + Database management and SQL skills preferred + Must be highly proficient in Excel, experience… more
    PennyMac (12/30/25)
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  • Market Risk Analyst

    ExxonMobil (Spring, TX)
    …with a disciplined risk management approach + Bachelor's degree or above (Master's, MBA , CFA , or Ph.D.) in Economics, Finance, Mathematics or Statistics ... **Preferred Qualifications/ Experience** + Experience with Python/SQL + High level of Excel proficiency + Familiarity with trade capture and nomination / scheduling systems **Your benefits** **An ExxonMobil career is one designed to last. Our commitment to you… more
    ExxonMobil (12/19/25)
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  • Risk Management - Credit Risk Associate…

    JPMorgan Chase (Plano, TX)
    …Industries, Automotive, Transportation, Aerospace, Defense, Airlines, Natural Resources, and Energy + MBA or CFA designation is a plus. JPMorganChase, one of ... the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and Chase brands. Our history spans… more
    JPMorgan Chase (12/05/25)
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  • Manager, US AML Audit

    Scotiabank (Dallas, TX)
    …appraisals and manages assigned staff. **What You'll Bring** + Technical/Professional qualifications such as MBA , CFA , ACAMS / CAMS and/or CIA. + 4-6 years of ... progressive experience in capital markets AML control environment. + Strong knowledge of AML and risk management functions, and audit functions. Prior auditing experience in these areas. Exposure in working with AML management personnel would be an asset. +… more
    Scotiabank (11/20/25)
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