- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Senior Planner will serve as a conduit between the financial advisor , client and the home office...More About Awards & Accolades **About Us** Join a financial services firm where your contributions are… more
- Bank of America (San Antonio, TX)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration; ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- American Heart Association (Dallas, TX)
- …Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational ... and financial reality. The role manages core financial ...business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity assessments. The ideal… more
- Robert Half Finance & Accounting (Lake Dallas, TX)
- … financial policies and procedures. Responsibilities: * Act as the primary financial advisor , providing leadership and direction in financial strategies ... * Experience with Accounting Software Systems * Familiarity with ADP - Financial Services * Proficiency in using Concur software * Experience with Customer… more
- CIBC (Houston, TX)
- …renewable fuels, among other emerging low-carbon solutions. CIBC was named North American Financial Advisor of the year in 2024 by Infrastructure Journal Global ... debt placements, mergers, asset or company divestitures or acquisitions, and other financial products and advisory services + Organize presentations to potential… more
- First Horizon Bank (Dallas, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates… more
- Deloitte (Austin, TX)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... guidance to their advisors. **Qualifications:** + 10+ years experience in financial services industry + 10 years sales experience + Knowledge of professionally… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + Ability to travel 25%, ... tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environment? Are you interested… more