- 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 + 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
- Deloitte (Westlake, 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
- 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 + 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 skills… 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 + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure… more
- 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 + 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 and… more
- Capital One (Plano, TX)
- AML Compliance Advisory Manager The AML (Anti Money Laundering) Compliance Advisor Manager performs a key risk management role (second line of defense), to help ... While working within the AML Program framework, the AML Compliance Advisor Manager is responsible for delivering quality results, providing compliance advice… more
- JPMorgan Chase (Plano, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You… more
- Principal Financial Group (Austin, TX)
- …Hands-on experience developing software solutions for wealth management platforms or financial services applications. **Additional Preferred Skills:** + Advanced ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
- JPMorgan Chase (Dallas, TX)
- …7, Series 66 required ** Preferred qualifications, skills, and capabilities:** + CFP preferred Chase is a leading financial services firm, helping nearly half ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… 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 ... requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units… more