• Certified Financial Advisor

    Vanguard (Dallas, TX)
    …+ Provide disciplined investing approaches, tax management strategies, and additional financial planning support. + Develop personalized investment strategies ... planning knowledge to help preserve client's wealth. + In-depth knowledge of financial planning, investment strategies, and industry regulations. + Positive and… more
    Vanguard (06/27/25)
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  • Full-Time Analyst Program - M&A (Dallas)

    TD Bank (Dallas, TX)
    …leadership (ie, sports, clubs, extracurricular activities, and philanthropy, etc.) The Investment Banking Analyst will provide specialized financial and ... for this role. **Job Description:** We are looking for candidates interested in Investment Banking to join TD Securities as an **M&A Analyst (** **Full-Time** **)**… more
    TD Bank (08/26/25)
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  • Strategic Finance Director

    Marathon Petroleum Corporation (San Antonio, TX)
    …Supports financial and modeling discussions with consultants, advisors and investment banks on specific project engagements. + Responsible for coordinating and ... groups in modeling and analytics related to growth initiatives and investments including all capital deployment, including Mergers and Acquisitions (M&A),… more
    Marathon Petroleum Corporation (08/29/25)
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  • Sr Manager Financial Planning & Analysis

    FREEMAN (Dallas, TX)
    …Provide financial leadership to executives on their key initiatives and investments , including building and socializing financial models on such initiatives ... matter. **Summary** The Sr Manager supports the executive team with financial analysis and project management including monthly/quarterly analysis and reports,… more
    FREEMAN (07/02/25)
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  • RIA Client Advisor, Central Region

    Neuberger Berman (TX)
    …of alternatives desired + Ability to effectively communicate and position complex financial instruments and investment processes + Comfortable working in a ... excellent interpersonal, organizational, and communication skills, a deep understanding of investments and capital markets, and the ability to work effectively in… more
    Neuberger Berman (06/18/25)
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  • Financial Services Manager - Regulatory…

    Deloitte (Austin, TX)
    …services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or ... Financial Services Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an… more
    Deloitte (06/25/25)
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  • Senior Client Service Associate - Mission…

    Kestra Financial (San Antonio, TX)
    Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational efficiency. ... client service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support… more
    Kestra Financial (06/25/25)
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  • Advisor, Financial Planning and Analysis

    Cardinal Health (Austin, TX)
    …and Cash Flow FP&A The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis. An understanding of balance sheet, ... capital investments , and start up business models is a major...driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity.… more
    Cardinal Health (07/29/25)
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  • Private Market Valuation, Senior Associate

    S&P Global (Dallas, TX)
    …Private Equity professionals assist clients in the post‑trade valuation of alternative investments , specifically for debt and equity positions where no active market ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
    S&P Global (08/13/25)
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  • Senior Associate, Private Market Valuation

    S&P Global (Dallas, TX)
    …Market Valuation professionals assist clients in the post-trade valuation of alternative investments , specifically for debt and equity positions for which there are ... deliver a range of valuation services specifically to the alternative investment community including private equity, private credit, real estate, infrastructure,… more
    S&P Global (08/08/25)
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