- City National Bank (Houston, TX)
- …NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ... with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr....Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues… more
- Fujifilm (College Station, TX)
- …pivotal role within the Finance Function, primarily supporting the Associate Director of Financial Planning & Analysis in executing strategic initiatives for the ... smiles." Visit: https://www.fujifilm.com/us/en/about/region/careers **Job Description** **Reports to** Associate Director, Financial Planning & Analysis **Work Location** College… more
- Lockheed Martin (Grand Prairie, TX)
- **Description:** You will be a key member of the Missiles & Fire Control Financial Planning & Analysis team, partnering with Strategic Planning & Business ... business growth and investment decisions\. Our team is responsible for providing financial planning , analysis, and recommendations to senior leadership\. **What… more
- Vanguard (Dallas, TX)
- …+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies ... and deliver financial planning guidance for the moments that matter. Why You'll Love Working Here: + Work-Life Harmony : Enjoy a harmonious balance between your… more
- Atria Wealth Solutions (Fort Worth, TX)
- …CUSO Financial Services, LP (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA ... union partners. We pride ourselves on delivering easy, affordable, and efficient financial planning , retirement, investment, and insurance solutions to boost the… more
- Bank of America (Dallas, TX)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
- ITW (Houston, TX)
- …collaboration across Divisions, including Division leadership teams and Division Controllers. The Financial Controller leads financial planning and analysis ... Division Marketing teams, Sales, and other functional leaders to align financial planning , forecasting, and business priorities. + Contribute to the vision and… more
- Public Storage (Plano, TX)
- … Analyst will assist in the design, implementation, and maintenance of the IT financial planning and analysis processes across the company. The role will also ... as well as assist in the administrative oversight of overall budget planning and forecasting. Essential Duties and Responsibilities: + Regularly organize and analyze… more
- Vanguard (Dallas, TX)
- …Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning , capital markets, and the financial services ... industry. + Technological Proficiency: Utilize technology to enhance financial planning discussions and work efficiently with clients virtually. + Team… more
- University of Texas Rio Grande Valley (Edinburg, TX)
- …financial operations of the UT Health RGV organization. To provide strategic financial planning , revenue cycle management, budgeting, financial reporting, ... patient access, billing, coding, collections, and denials management. * Provides financial leadership in capital planning , cost control initiatives, and… more