- Deloitte (San Antonio, TX)
- …+ Enrolled 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 (Dallas, TX)
- …+ Enrolled 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
- WATTS (Fort Worth, TX)
- …a quality reputation - and we have a dynamic future ahead. The demand planner oversees the full demand planning process. They will lead developing accurate demand ... statistics, forecasting and forecasting methods with an understanding of their financial and operational impacts. + Experience with other software packages including… more
- WSP USA (El Paso, TX)
- …Our Planning & Environment group is looking for a **Field Biologist / Environmental Planner ** out of our **Albuquerque, NM Las Cruces, NM, or El Paso, TX,** offices ... + Travel may be required depending on project-specific requirements. ** Preferred Qualifications:** + Bachelor's degree in planning, resource management,… more
- Academy Sports + Outdoors (Katy, TX)
- …5+ years of related work experience required Experience in a retail environment preferred Bachelor's degree in relevant field of study or equivalent years of related ... of the Microsoft Office Suite, Oracle, SAS (or equivalent planning software experience preferred ) + Acceptable level of hearing and vision to perform job duties… more
- Magellan Health Services (San Antonio, TX)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... San Antonio, TX Grade 23 Work Experience - Required Financial Counseling Work Experience - Preferred Education... Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- Magellan Health Services (Austin, TX)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... Counselor, Austin, TX Grade 23 Work Experience - Required Financial Counseling Work Experience - Preferred Education... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered… more
- Kestra Financial (San Antonio, TX)
- …client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing ... service and operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage and oversee… more
- Edward Jones (El Paso, TX)
- …+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Dallas, TX)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead… more