- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and ... implementation through investment solutions. We collaborate across WMAS to deliver personalized...Planner (CFP) designation required + Bachelor's degree in business, Finance , Accounting or Law required + 10+ years of… more
- Cherry Bekaert (Austin, TX)
- …, you will draw on experience in accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised ... investors, and developers require detailed partnership tax models to value their investment . The IRA created new mechanisms to monetize renewable energy tax credits.… more
- First National Bank of Omaha (Frisco, TX)
- …Relationship Management:** Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with ... equivalent experience. + 3 years of experience in the investment or financial services industry. + FINRA Series 7...within a team environment. + Strong knowledge of the finance industry and the local, state, national and global… 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 ... Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service… 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 ... Services can help. The Financial Planner works with Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and… more
- Taco Bell (Plano, TX)
- …(35%) + Conduct financial due diligence, scenario analysis, and capital investment reviews for ownership transfers. + Provide ratio analysis, risk summaries, ... and investment outlooks for Deal Approval Memos. + Lead the...(eg, lenders). Is This You? + Bachelor's degree in Finance , Accounting, Economics, or a related field; MBA or… 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 ... improvement. Capstone Partners is one of the largest and most active investment banking firms in the US For over 20 years, Capstone Partners has been a trusted… more
- Charles Schwab (Westlake, TX)
- …problem solving, helping us "challenge the status quo" and transform the finance industry together. As a financial services leader, The Charles Schwab Corporation, ... Inc. aims to be the most trusted leader in investment services. For more than three decades, The Charles...you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances… more
- Lenovo (TX)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... and cross-functional collaboration. They will act as a critical link between finance , sales, marketing, and operations teams to ensure profitability and strategic… more
- CBRE (Austin, TX)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... Develop relationships with key decision-makers - particularly within corporatetax, treasury, finance ,accountingandC-Level executives. + Develop tailored messaging and outreach strategies… more