- Charles Schwab (Westlake, TX)
- …reporting needs for Ultra High Net Worth clients. The SPWS Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand ... to the Director, Business Accommodations. **What you'll do:** + Manager will work directly with Ultra High Net Worth...**Preferred - industry specific licensing and/or designations (CPIM, CFA, CFP )** + A client-centric focus - keeps clients in… more
- 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
- Charles Schwab (Westlake, 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
- CIBC (Austin, TX)
- …(https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a **Relationship Manager ,** you'll focus on growing direct revenue, retaining high-net-worth ... bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ years of… more
- Deloitte (Dallas, TX)
- …for this role ends on May 31st 2026. What You'll Do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting and compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
- Deloitte (Fort Worth, 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 (Houston, 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
- Truist (Webster, 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
- UMB Bank (Austin, TX)
- …Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate ... financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience with DC… more
- Equitable (Dallas, TX)
- …goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** : Build ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more