• Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …degree from an accredited institution, and at least one of the following: JD , LLM , MS in Taxation, MSFS, ChFC, CFP, CPA , CFA or comparable advanced knowledge ... Will assist the wealth team members on the most complex financial, tax , legacy and estate planning matters including summarizing and evaluating complex financial… more
    Truist (08/08/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Austin, TX)
    …bring to the role: + Bachelor's in Finance, Accounting, Economics or related field + CPA license, MBA, JD , LLM , Master's Degree (other field related ... Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We...experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other… more
    Cherry Bekaert (07/28/25)
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  • Senior Wealth Strategist

    Truist (Houston, TX)
    …and related technical skills including Microsoft Office Suite 7. At least one of the following: JD , LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA or ... planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions...skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage… more
    Truist (07/09/25)
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