- Unknown (El Paso, TX)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion is strongly preferred, as is… more
- Unknown (Greenville, TX)
- …compliance in all financial activities. The CFO will serve as a key advisor to the CEO and other executives, providing strategic financial guidance to support ... the CFO position at the company should have a Bachelor's degree in accounting, finance , or business administration, with a Master's degree or CPA certification .… more
- Regions Bank (Houston, TX)
- …Master of Business Administration (MBA) or Master of Taxation) + Professional Certification (s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Truist (Webster, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... functions. 1. Bachelor's degree with a concentration in business, accounting, finance , banking or equivalent financial services experience and related training. 2.… more
- PNC (Austin, TX)
- …and have an opportunity to contribute to the company's success. As a Sr Investment Advisor within the PNC Private Bank organization, you will be based in Austin, TX. ... **Preferred Skills** Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies**… more
- UL, LLC (Plano, TX)
- The Senior Global Mobility Advisor manages the operational aspects of employee mobility. This role is responsible for immigration compliance, relocation support, ... policies, allowances, and procedures. + Partners with internal stakeholders (HR, legal, finance , payroll, tax) on mobility programs and to ensure policy alignment. +… more
- UTMB Health (Galveston, TX)
- Senior Employee Relations Advisor (Partial Remote) - HR Employee Relations **Galveston, Texas, United States** Business, Managerial & Finance UTMB Health ... Relations. Professional in Human Resources (PHR) or other Human Resources-related certification within one (1) year of hire. **Preferred Qualifications:** Previous… more
- H&R Block (Mesquite, TX)
- …It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in accounting, ... finance , bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales… more
- Dorsey & Whitney LLP (Dallas, TX)
- Finance & Restructuring Associate, Senior Attorney or Of Counsel (#864) - Dallas Dorsey & Whitney LLP is seeking an experienced finance attorney for its ... variety of workout, bankruptcy and related insolvency matters and/or corporate finance transactions, including senior debt, asset based lending, cash flow, sponsor… more
- NexTec Group (TX)
- …and continuing developing skill sets in Sage X3 focus areas ( finance , distribution, or manufacturing). + Continuous development of soft consulting skills. ... issues with business stakeholders. + Establishing and maintaining "trusted advisor " relationship with customers. + Following NexTec implementation methodologies. +… more
