- Deloitte (Dallas, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred : + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications… more
- Deloitte (San Antonio, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology… more
- Deloitte (Austin, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Kestra Financial (Fort Worth, TX)
- …insurance, and managed accounts * Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration * Series ... Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort...7 and 63 required * Series 65/66 preferred (or ability to obtain) * CFP … more
- JPMorgan Chase (Plano, TX)
- …66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half of ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...partners in the division and region to support new advisor initiatives and updates + Operate as subject matter… more
- Insight Global (Fort Worth, TX)
- …or a related discipline preferred - Experience most recently working as a Financial Advisor with Certified Financial Planner ( CFP ) designation ... and managing model portfolios through Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor , and collaborating with advisors to… more
- Deloitte (Houston, TX)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more