• Senior Regional Manager , Schwab Wealth…

    Charles Schwab (Westlake, TX)
    …to meet income generation, risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of 10-12 Wealth Advisors and ... your contributions, consider a career as a Senior Regional Manager . **What you are good at** - **Motivating** -...financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The… more
    Charles Schwab (08/20/25)
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  • Sr. Team Manager , Centralized Planning…

    Charles Schwab (Westlake, TX)
    …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the monitoring ... inherent in our industry. **What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and… more
    Charles Schwab (08/14/25)
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  • Tax Manager - Private Equity

    Deloitte (Fort Worth, TX)
    …and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this role ends on May 31, 2026. What ... you'll do As a Tax Manager , you will utilize your prior experience to provide...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big 4 experience or large… more
    Deloitte (08/18/25)
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  • Private Client Manager II

    Bank of America (Frisco, TX)
    Private Client Manager II New York, New York;Frisco, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Client- Manager -II\_24027652) **Job Description:** At Bank of America, we are… more
    Bank of America (07/30/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Dallas, TX)
    …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
    Deloitte (05/24/25)
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  • Tax Manager - Private Wealth

    Deloitte (Dallas, TX)
    …Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other business-related field… more
    Deloitte (08/20/25)
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  • Sr. Manager , Wealth Advisor - Schwab…

    Charles Schwab (Austin, TX)
    …this role to work on site in the specified locations.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, ... may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid… more
    Charles Schwab (08/08/25)
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  • VP- Branch Manager - Houston, TX (Memorial…

    Charles Schwab (Houston, TX)
    …"challenge the status quo" and transform the finance industry together._ As a Branch Manager , you work in the most critical role at the local market level, providing ... **Preferred** **qualifications** + Active and valid FINRA Series 24 license + CFP , CFA, CIMA, and/or AAMS + Strong leadership, management, and motivational skills… more
    Charles Schwab (08/02/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Dallas, TX)
    …we have the career opportunity to keep you buzzing! Work You'll Do: As a Manager on our Strategic Partnership Solutions team you will: + Refine your skillset with ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science of tax… more
    Deloitte (05/24/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Dallas, TX)
    …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... activities may change from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing… more
    Truist (08/08/25)
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