- City National Bank (Austin, TX)
- …ideal candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in ... Qualifications** * Bachelor's Degree * Minimum 5 years of financial planning or related experience * Minimum...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Community Hospital Corporation (Greenville, TX)
- …Board of Directors, executive leadership, and operational managers. Major Responsibilities Financial Planning , Budgeting, and Performance + Lead the development ... Executive Leadership & Collaboration + Serve as a key advisor to the CEO and other executives on business...regulations, and guidelines pertaining to healthcare finance. + Proven financial planning and leadership skills, combined with… more
- TD Bank (San Antonio, TX)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... execute on common goals + Focuses on long term planning for functional area + Ability to process and...the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of… more
- Realtor (Austin, TX)
- …track overall KPIs. **Strategic Business Partnership** + Serve as the primary financial advisor to leadership, supporting strategy development and operational ... Reimbursement program for degreed and non-degreed programs + 1:1 personalized Financial Planning Sessions + Student Debt Retirement Savings Match program + Free… more
- TEKsystems (Fort Worth, TX)
- … Financial Planner (CFP) Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement Income ... goals. + Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification -...REQUIRED + MoneyGuide Pro Efficient + Bachelors Degree - Financial Planning (highly preferred) + Investment Management… more
- Oracle (Austin, TX)
- …**Strategic Advisory:** Act as the primary financial and technical advisor on infrastructure investment proposals, capacity planning , and operational ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- Deloitte (Dallas, TX)
- …that challenges the status quo and fosters bold thinking? If so, Deloitte's GPS Financial Planning & Analysis (GPS Enabling Areas) team might be the perfect ... on February 1st, 2026. Work You'll Do As a Financial Analyst, you will help GPS leadership assess, forecast,...capabilities. Additionally, you will: + Serve as trusted business advisor to Offering Portfolio (OP) leaders by analyzing &… more
- Bank of America (Dallas, TX)
- Global Financial Crimes Manager - Global Banking Charlotte, North Carolina, United States;Dallas, Texas; Chandler, Arizona; Atlanta, Georgia **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Global- Financial -Crimes-Manager Global-Banking\_25040886-2) **Job Description:** At Bank of America, we… more
- Kyndryl (Austin, TX)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- Oracle (Austin, TX)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... (SaaS, IaaS, PaaS), GCP, AWS and Azure. Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in… more