- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
- Charles Schwab (Westlake, TX)
- …client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you're ... set you on the path to becoming a Wealth Advisor , this could be the opportunity for you. We...the ability to contribute to the Schwab Wealth Advisory Investment strategy. **What you have** **Required Qualifications:** + Undergraduate… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Citigroup (Irving, TX)
- …consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and ... investment banking, securities brokerage, transaction services, and wealth management....responsible and in our clients' best interests. As a financial institution that touches every region of the world… more
- Sprinklr (TX)
- …Sprinklr! **What You'll Do:** + **Deliver Value** - Ensure customers maximize their investment in Sprinklr. + **Drive Adoption** - Promote product usage across teams ... + Renewals, upsells, and customer advocacy. + Recognition as a trusted industry advisor . **Why You'll Love Sprinklr:** We're committed to creating a culture where… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... on the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q… more