- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, ... clients and industries/sectors you serve + 5+ years of public accounting experience (at least 3 years in investment...+ One of the following accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Fort Worth, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to...of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Deloitte (Dallas, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters ... a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning,...process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
- Deloitte (Fort Worth, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... active accreditations obtained, in process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, ... process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed… more
- US Bank (Houston, TX)
- …concepts + Ability to independently learn complex planning concepts & software + JD, CPA , CTFA, CFP and/or advanced degree + Extensive knowledge of Wealth ... Management products & services + Problem solving and analytical skills + Effective verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our… more
- CIBC (Austin, TX)
- …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, high-net-worth clients. +… more
- Comerica (Houston, TX)
- …sales and marketing plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA , JD, or MBA About Comerica We know our employees ... are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being,… more
- Insight Global (Fort Worth, TX)
- …- Excellent verbal and written communication skills - Advanced credentials in financial planning ( CFP , ChFC, CpA , etc.) null We are a company committed to ... creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive… more
- Truist (Fort Worth, TX)
- …and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA , CFA or comparable advanced knowledge course of study. 3. Proven superior ... required deadlines. 9. Proven experience with group facilitation, presentations, and/or public speaking 10. Strong written, verbal, problem solving, and analytical… more