- Charles Schwab (Westlake, TX)
- …Supervision team is responsible for performing supervisory-related functions and controls based on the activities performed by registered representatives at Schwab ... support the evolution and execution of our supervisory programs related to financial planning, tax, trust, and estate, and alternative investment specialty teams… more
- Eliassen Group (Austin, TX)
- …a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA stakeholders. The Portfolio Manager is responsible for ensuring ... and Vision benefits, 401k with company matching, and life insurance ._ Rate: $80 - $90 / hr. w2 **Responsibilities:**...+ Serve as the senior delivery leader and trusted advisor to VA stakeholders, aligning delivery activities to the… 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 ... leaders (Chief, EVP, SVP, VP), offering strategic insights, actionable guidance, and scenario- based financial modeling. + Develop and monitor key performance… more
- Truist (Fort Worth, TX)
- …and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex ... financial documents, trust documents, wills, retirement accounts and other...service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and… more
- JPMorgan Chase (Houston, TX)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Cognizant (Austin, TX)
- …Partner, you will be part of Delivery team and serve as a strategic advisor and subject matter expert (SME) within the Retail and CPG space supporting Salesforce ... the client lifecycle. **Work Model** We strive to provide flexibility wherever possible. Based on this role's business requirements, this is a remote position open… more
- 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 ... comply with regulations. Provides independent oversight of the Staff Agencies' non- financial risk profile, contributes to the risk governance framework, and ensures… more
- GE Aerospace (Fort Worth, TX)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- Bank of America (Dallas, TX)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Toyota (Plano, TX)
- …through cross-functional collaboration on Investment and technology spend. Serve as key financial advisor to senior leadership team by enabling informed budget ... An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance ...Toyota does not offer sponsorship of job applicants for employment- based visas or any other work authorization for this… more