- JPMorgan Chase (Plano, TX)
- … financial services or brokerage experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is ... If you believe that financial advising should feel like a personal relationship...the team for you. **Job Summary** As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal… more
- Fifth Third Bank, NA (Houston, TX)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging ... with and influencing management and peers to support growth and financial results. + Actively participates within professional and community organizations. +… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Austin, Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a deep… more
- Truist (Houston, TX)
- …States of America) **Please review the following job description:** A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable ... long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing… more
- US Bank (Dallas, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and...critical decisions independently Professional designation such as CFA or CFP is preferred If there's anything we can do… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as MST, MAcc, LLM, or ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Antonio, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more