• Advanced Planning Consultant - CFP Cert REQUIRED…

    TEKsystems (Fort Worth, TX)
    …Experience, MoneyGuide Pro, Client Facing, Financial Services, Strong Financial Planner , Emotional Intelligence, Good Communication, Financial Support Top Skills ... with daily lunch specials, vendor sales, discount tickets to community events and attractions* Robust Leadership Development program dedicated to leader development… more
    TEKsystems (07/23/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (Houston, TX)
    …strategy including social media, client-specific presentation materials, and hosting client events + Embrace digital innovations to help clients become more ... skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred FEDERAL… more
    JPMorgan Chase (05/31/25)
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  • Tax Manager - Real Estate

    Deloitte (Austin, TX)
    …role and career. Responsibilities will include: + Assisting clients with life events for partnerships (eg, formations, mergers, initial public offerings), inside and ... on issues related to work/life fit. The Team As global leaders in providing professional services to the Real...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters… more
    Deloitte (05/22/25)
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