- USAA (San Antonio, TX)
- …USAA representative to top-level executive leadership from large and complex Financial Services /Sub-Advisory organizations to build and provide comprehensive ... products to include, new business acquisition, field sales and service support, distributor agent training, account servicing...the areas of Property and casualty, life insurance or financial services industry + CFP certification The… more
- Deloitte (Dallas, TX)
- …to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial ... areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment… more
- Deloitte (Fort Worth, TX)
- …to sit for the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial ... you should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager. Recruiting for...in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private… more
- Deloitte (Dallas, TX)
- …to sit for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial ... experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and… more
- Synchrony (Dallas, TX)
- …in Accounting/Finance/MIS or a minimum of 12 years equivalent experience in the financial services industry + 5+ years experience with cloud implementations ... initiatives to drive implementation effectiveness, act as a change agent for the organization and liaise with the end...ERP or Workday Finance platforms + Experience in the financial services industry + Outstanding communications and… more
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading ... financial institution? Vanguard is seeking Certified Financial ...strategies, and industry regulations. + Positive and resilient change agent while fostering collaboration as both a peer and… more
- US Bank (Dallas, TX)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... you excel at-all from Day One. **Job Description** The Financial Planning Consultant plays a pivotal role in advancing...of the client relationships - Act as a change agent , helping teams prepare for and embrace planning-related enhancements… more
- Anywhere Real Estate (San Antonio, TX)
- …client experience through streamlined operations, strategic collaboration, and brand-aligned service . The Senior Manager supports initiatives that connect our global ... network, enhance agent education, and promote cross-border collaboration. This person will...the liaison between Client Groups, brand leadership, and internal service teams. Support onboarding for new members including technical… more
- JPMorgan Chase (Plano, TX)
- …various internal and external parties, including but not limited to, fund accounting, client services , fund managers, as well as agent banks. As an Associate ... of internal and external partners, including fund accounting, client services , fund managers, and agent banks, to... banks, to ensure seamless operations and exceptional client service . Job responsibilities: + Manage Bank Loans operations team… more
- The Boeing Company (Plano, TX)
- …for professional growth. Find your future with us. The Boeing Global Services (BGS) Affordability team is seeking a highly motivated **Experienced Financial ... . In this role, you will be responsible for financial analysis, budgeting and forecasting, internal controls, and compliance....You will also be expected to be a change agent within BGS Finance as we adapt to changing… more