- Robert Half Finance & Accounting (Houston, TX)
- …* Bachelor's degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of ... financial forecasting and diagnosis, corporate finance, and information analysis. * Proficient in spreadsheets, databases, and financial software applications. * Strong analytical skills to assess data, facts, and figures used to develop strategies. *… 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
- Bank of America (Houston, TX)
- …days of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Neuberger Berman (TX)
- …7, 66 required + Series 31 required within 3 months of employment + CFP , CIMA, and/or CFA/CAIA desired \#LI-JG3 \#LI-Hybrid Compensation Details The salary range for ... this role is $100,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This… more
- USAA (Plano, TX)
- …a military spouse/domestic partner + Group 1 Life and Health license + CLU or CFP designation + 5 or more years of working experience with Life Insurance products ... **Compensation range:** The salary range for this position is: **$114,080 - $218,030** **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (ie, H-1B,… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in all interactions with ... clients, prospective clients, and staff within a financial institution environment + An advanced level of performance and work ethic requiring minimum supervision CUSO Financial Services, LP (CFS) offers credit union members full-service financial planning and… more
- Kestra Financial (Fort Worth, TX)
- …Licenses, Registration * Series 7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP or CIMA preferred Knowledge, Skills, and/or Abilities ... We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio… more
- USAA (San Antonio, TX)
- …of Property and casualty, life insurance or financial services industry + CFP certification The above description reflects the details considered necessary to ... describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **What we offer:** **Compensation Range:** The salary range for this position is: $195,230 -… more
- JPMorgan Chase (Plano, TX)
- …strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial services firm, helping nearly half of ... America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses,… more