- Deloitte (Dallas, TX)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Dallas, TX)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- Edward Jones (Dallas, TX)
- …and other internal home office subject matter experts (ie- tax, estate , investment management, business owner, executive compensation, insurance) and external ... Expert understanding of financial planning topics - goals planning, income planning, estate and tax planning, protection, etc. + Proficiency using financial planning… more
- JPMorgan Chase (Austin, TX)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
- US Bank (Houston, TX)
- …planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, ... to independently learn complex planning concepts & software + JD, CPA, CTFA, CFP and/or advanced degree + Extensive knowledge of Wealth Management products &… more
- Zions Bancorporation (Houston, TX)
- …and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant… more
- Fifth Third Bank, NA (Houston, TX)
- …to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the Core Team Member for One ... work experience required. Business Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required… more
- Comerica (Houston, TX)
- …an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk ... 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… more
- Insight Global (Fort Worth, TX)
- …survivorship considerations - Long-term care planning and strategies - Survivorship and Estate Planning We are a company committed to creating inclusive environments ... Degree Required - 5 Years of Relevant Financial Industry Experience - Certifications: CFP , ChFC, CPA-PFS, JD A - Deep knowledge of financial planning processes,… more
- City National Bank (Houston, TX)
- …* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and ... * Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24… more