- Truist (Fort Worth, TX)
- …transfer of registration, and 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… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, or ... related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax ... (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered… more
- JPMorgan Chase (Austin, TX)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred INVESTMENT ... AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF… more
- CIBC (Austin, TX)
- …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, high-net-worth clients. + **Financially… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM ... + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience +… more
- Charles Schwab (Westlake, TX)
- …employment within the first 120 days)_ + College for Financial Planning designations ( CFP , AAMS, AWMA, etc..) are preferred + 5+ years' direct international client ... experience and an equivalent level of knowledge of securities industry required + 3+ years' demonstrated experience introducing advisory products and services to international clients (SAN, SWA, MAS, etc ) required + Extensive knowledge of the intricacy of… more
- Fifth Third Bank, NA (Houston, TX)
- …work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required ... within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry… more
- Bank of America (Mckinney, TX)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Charles Schwab (Westlake, TX)
- …license (may be obtained within a 120 day condition of employment) + CFP (R) designation is preferred + Strong brokerage and industry knowledge Pursuant to SAFE ... Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration… more