- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... and integrate seamlessly with broader talent practices - including succession planning , assessments, and coaching to drive measurable, association-wide impact. Every… more
- H&R Block (Austin, TX)
- …open. A Typical Day At H&R Block, our Tax Advisors are trusted financial partners who guide clients through their tax journey with empathy, professionalism, and ... the team + Take a consultative approach by identifying potential tax savings, planning for the future, and informing clients about available H&R Block products and… more
- Phillips 66 (Houston, TX)
- …both corporate and partnership tax compliance, and contribute to economic modeling and planning projects. **What You'll Do** + Prepare and review federal tax returns ... K-2/K-3 for partnerships + Contribute to economic modeling, discrete planning projects, and ad hoc tax research + Assist...a culture of well-being - physical, emotional, social, and financial - is essential for a high-performing organization. When… more
- Sam Houston State University (Huntsville, TX)
- …training classes. Provides comprehensive advising services in areas such as: financial modeling, financial analysis and budgeting, capital formation, marketing, ... market research, business plan development, strategic planning , human resources, and other business related areas. Initiates and maintains relationships with key… more
- H&R Block (Dallas, TX)
- …conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll ... offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being… more
- Charles Schwab (Austin, TX)
- …as a part of our ongoing commitment to democratize access to investing and financial planning . **Our Opportunity** The Advisor Services Technology (AST) ... and reduce NIGO (not in good order) submissions. As a member of the Advisor Services Technology team, you will be immersed in a collaborative, innovative, and… more
- Insight Global (Fort Worth, TX)
- Job Description The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be ... facing consultant on all aspects of the First Command financial planning software. You will be responsible...with other home office teams as needed to resolve advisor support requests We are a company committed to… more
- Baker Construction (Houston, TX)
- Financial Planning and Analyst Company Name: Baker Construction Enterprises Inc Location: Houston, TX, US, 77060 **Req ID** : 6965 **Travel:** Up to 25% **Number ... Apply today and be more with Baker. **Summary** The ** Financial Planning & Analysis Analyst (FP&A)** is...**Collaboration & Business Partnership** + Serves as a strategic advisor by providing data-driven insights and financial … more
- 7-Eleven (Irving, TX)
- Senior Manager, Financial Planning Apply Now (https://my7elevenhr.wd12.myworkdayjobs.com/Careers/job/SSC-Irving-TX/Senior-Manager-- Financial - Planning ... a strategic business partner to executive leadership, providing actionable financial insights, forward-looking Revenue analysis, and data-driven recommendations that… more
- Charles Schwab (Westlake, TX)
- …skills + Experience serving the financial services industry (preferred) + Financial advisor industry knowledge (preferred) In addition to the salary range, ... Planning group reports to the Managing Director of Advisor Experience and Platform Solutions in Advisor ...Advisor Services and supports the Head of Schwab Advisor Services. The Executive Planning team assists… more