- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and ... asset allocation objectives and policies. 3. Keep abreast of...enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a… more
- First National Bank of Omaha (Plano, TX)
- …+ Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job ... to change based on business needs. **Summary of the Job:** The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management… more
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... risks related to processes, regulatory compliance , organization, policy, and technology; + evaluate control design...expertise in one or more of the following areas: Asset and Liability Management (ALM), Capital Planning, Stress Testing… more
- SAP (Plano, TX)
- …to identify top ERP customers to target as part of a structured demand program . **This team will be responsible for** + Researching target customers to understand ... this role will provide strategic direction and execute key aspects of the program . This includes working directly with regional sales leadership and mentoring a… more
- Wells Fargo (Austin, TX)
- …decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in ... seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the… more
- Deloitte (Houston, TX)
- Do you have excellent tax compliance and consulting skills and a strong desire to join a cutting-edge and innovative tax team? Do you like working to help companies ... Specifically, they specialize in a wide variety of fixed asset centric tax services such as: Assisting Clients with...be available + 3+ years' experience in core tax compliance , including federal and/or international. + Bachelor's degree in… more
- Wells Fargo (Austin, TX)
- …decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in ... UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. *...the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management.… more
- Deloitte (Houston, TX)
- Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve their tax objectives and ... the FTS-DART group, you will provide tax consulting and compliance services to a diverse client base in various...planning considerations, potential tax risks related to Client's fixed asset data, and identify potential cash tax savings; +… more
- Stantec (Austin, TX)
- …to the south. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging...organization and within a geographically dispersed team is an asset . - Ability to travel to other Stantec offices… more