- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred : + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or… 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...building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and… more
- Charles Schwab (Austin, TX)
- …review and recommend appropriate solutions to help them stay on track with their financial goals. + **Be a Trusted Advisor :** Build strong relationships, engage ... be obtained under a 120 day condition of employment) Preferred : + Minimum of 5 years of financial... Preferred : + Minimum of 5 years of financial experience + Entrepreneurial and a self-starter mentality +… more
- Deloitte (Austin, TX)
- Position Summary Deloitte's Government and Public Services (GPS) Engagement Financial Advisor (EFA) Practice is comprised of finance professionals specializing ... in project and account financial management serving as a focal point for aspects...needs, most positions are in-office-based with limited travel required. Preferred : + Experience working with a variety of contracting… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI 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… more
- Ankura (Dallas, TX)
- …top academic institution; advanced degrees and professional certifications (CPA, CFA, CIRA) preferred . . Expertise in financial analysis, deal structuring, and ... Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our… more
- Kyndryl (Austin, TX)
- …senior stakeholders + Sound personal brand and eminence in the Banking and Financial services industry preferred + Demonstrated ability to innovate and drive ... through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility,… more
- MUFG (Irving, TX)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...& Business Partner Collaboration** + Serve as a strategic advisor on Human Capital matters to the senior leadership… more
- Lincoln Technical Institute (Grand Prairie, TX)
- … Preferred : + Bachelor's Degree + Prior experience managing a team of FA Advisor strongly preferred . Full-Time Benefits + Medical, Dental, Vision + Life and ... Lead the school in the daily operation of the Financial Aid Department to ensure all incoming students are accurately and completely packaged. Assist in planning,… more
- ServiceNow, Inc. (Austin, TX)
- …solution design. They will have demonstrated the ability to become a trusted advisor to senior executives and facilitate customer success from strategic or annual ... Certified Implementation Specialist and/or Certified Technical Architect (CTA) (strongly preferred ) + Experience with Agile delivery methodologies **To be successful… more