• Wealth Advisor III - Houston

    Truist (Austin, TX)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA, CPA , JD or MBA * Completion or enrollment in certification programs… more
    Truist (09/02/25)
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  • Private Banking Advisor

    Comerica (Houston, TX)
    …plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA , JD , or MBA About Comerica We know our employees are critical to ... our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and… more
    Comerica (08/14/25)
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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 ... certifications may be considered) + Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field + Knowledge of tax credit financing required, with… more
    Cherry Bekaert (07/28/25)
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  • Finance Manager, Transportation Controllership

    Amazon (Irving, TX)
    …experience, or Master's degree and 3+ years of finance experience Preferred Qualifications - MBA , or CPA - 6+ years of identifying incomplete or inaccurate data, ... Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards) - Experience delivering forecasting, budgeting, and variance analysis, and… more
    Amazon (07/15/25)
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  • Senior Director, Risk Adjustment Compliance…

    Centene Corporation (Austin, TX)
    … Health, Health Administration, related field, or equivalent experience required. Master's Degree CPA , CISA, JD , MHA, MBA , MIS or equivalent experience ... preferred + 10+ years Compliance experience, preferably in a healthcare environment, or equivalent experience preferred + 4+ years Management experience preferred + 4+ years' Experience with risk adjustment processes, procedures, and oversight of same… more
    Centene Corporation (07/04/25)
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  • Private Client Advisor

    Bank of America (Houston, TX)
    …start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA, CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
    Bank of America (06/20/25)
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