- Raymond James Financial, Inc. (Georgetown, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary...of Financial Advisor expenses. + Creates reports to… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial...Senior Planner will serve as a conduit between the financial advisor , client and the home office… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators… more
- JPMorgan Chase (Dallas, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to… more
- JPMorgan Chase (Plano, TX)
- …Deep investment and product knowledge, and the ability to articulate complex investment ideas. Chase is a leading financial services firm, helping nearly ... (JPMWM)** is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth...team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior… more
- Citigroup (Dallas, TX)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... to strengthen relationships with the firm. + Help clients achieve broad financial / investment goals related to the creation and management of wealth. + Develop… more
- Charles Schwab (Westlake, TX)
- …The Director, Retail Alternative Investments Offer Management, will be a part of the Investment & Offer Solutions (IOS) group. IOS is a team of _curious, optimistic, ... Advice Solutions). Given the rapid growth in client and advisor demand for this asset class, this is a...and our business partners, activating strategies, completing initiatives, and financial services broadly - with a particular focus on… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more