- Capital One (Plano, TX)
- …Finance, Economics, or Business Administration + Professional certification such as Chartered Financial Analyst (CFA) or Certified Risk Manager (CRM) + 3+ ... function is a dedicated group of professionals focused on delivering top -quality assurance services to the organization's Audit Committee. Audit professionals are… more
- Deloitte (Houston, TX)
- …+ Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Regions Bank (Houston, TX)
- … Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship + Acts… more
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