- Atria Wealth Solutions (Fort Worth, TX)
- …to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP) designation + ... credit union members full-service financial planning and investment advice. CFS is a broker/ dealer and RIA with a stable, 25-year track record of serving the… more
- Lincoln Financial (Austin, TX)
- …expertise with strong communication skills to partner effectively with executives, HR, Finance and external vendors. **What you'll be doing** Deferred Compensation * ... compensation liabilities, providing insights and recommendations. * Working with the finance team, coordinate with the hedging programs for the deferred compensation… more
- PNC (TX)
- …Program Advisor should have the following: * Capital Markets and or Broker Dealer experience * FINRA regulatory licenses (series 24 or 53) are preferred for ... this role and/or public finance compliance experience. * 5+ years of industry experience...ongoing basis with a preferred focus on our Public Finance business line - Designing and implementing compliance monitoring… more
- Huntington National Bank (Dallas, TX)
- …rely on your analytical skills and strong understanding of accounting and finance when you work on projects in turnaround, restructuring, bankruptcy and performance ... + Perform other duties as assigned. Basic Qualifications: + BA/BS degree Accounting, Finance , or other analytical fields. + 2-3 years of experience in corporate… more
- Charles Schwab (Austin, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... locations. Charles Schwab is the largest publicly traded broker dealer in the Financial Services industry. We offer Retail...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Charles Schwab (Austin, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... rollovers, including communication with cross-functional teams at the Trustee and Broker/ Dealer . + Passionate about learning and enhancing process and functions in… more
- Charles Schwab (Westlake, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... (eg, Retail, Advisor Services), and legal entities (eg, bank, broker- dealer ). The core focus of the role will be...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Charles Schwab (Southlake, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. In Compliance, we help our business partners achieve their ... or equivalent experience. + 5 years' professional experience in a broker- dealer business, Supervisory or Compliance experience preferred. + Strong working knowledge… more
- Caterpillar, Inc. (Irving, TX)
- …our team who will have the opportunity to champion our Global Finance Transformation by supporting our Accountable Reporting, Business Partnering and Continuous ... and ensure optimal operation. + Collaborate with IT and finance teams to integrate Onestream with other systems. +...Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.… more
- Capital One (Plano, TX)
- …by our underwriting models that position us as #1 in volume of non-captive auto finance loans that make car buying fun again! In this program we will teach you ... One's loan underwriting structure., + Sell Capital One Auto Finance as a fintech company that has a full...that exist within Capital One that will benefit Auto Dealer partners and their customers + Prompt completion of… more