- JPMorgan Chase (Plano, TX)
- …in Asset Management or related financial services. * Accounting or professional qualification ( CPA , CFA , MBA ). * Familiarity with investment management ... across asset classes. * Strong problem-solving skills and attention to detail. * Ability to work independently and manage multiple projects. * Enthusiastic and proactive approach to work. * Experience in developing financial models and tools. * Knowledge of… more
- Vaco (Dallas, TX)
- …audit, tax, and/or public accounting or directly relevant experience highly preferred. + CPA , CFA , MBA or other professional designation a plus. + ... Previous experience in recruiting or business development a plus. **Location** **: In** **office.** Hybrid/Remote option may be considered with Management approval. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical… more
- Vaco (San Antonio, TX)
- …trust with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly ... desired. + Minimum 1 to 2 years' experience in audit, tax, and/or public accounting highly preferred. + Proven success achieving and/or exceeding performance goals.… more
- Vaco (San Antonio, TX)
- …trust with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly ... desired. + Minimum 3 to 5 years' experience in audit, tax, and/or public accounting highly preferred. + Proven success achieving and/or exceeding performance goals.… more
- Vaco (San Antonio, TX)
- …trust with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly ... solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals.… more
- Vaco (San Antonio, TX)
- …tax, and/or public accounting or directly relevant sales experience highly preferred. + CPA , CFA , MBA or other professional designation a plus. + ... Previous experience in recruiting or business development a plus. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are representative of those that must be met by an employee to successfully perform… more
- Vaco (Houston, TX)
- …disabilities to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA , CFA , MBA or other professional designation ... solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals.… 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 ... that CNR's portfolio management service provides to the clients of the CPA and FA. They will understand investment methodologies, operational processes and client… more
- Truist (Austin, TX)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA , JD or MBA * Completion or enrollment in certification… more
- American Heart Association (Dallas, TX)
- …orientation + Ability to travel up to 10% nationally with overnight stay **Preferred:** + CFA , CPA , MBA , or Master's in Finance + Financial advisory or ... by investing in scalable solutions that create a meaningful impact on public health. Key initiatives include: + **Social Impact Funds:** Supporting businesses that… more