• Finance Professor- CFA Content Specialist

    UWorld, LLC (Dallas, TX)
    …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
    UWorld, LLC (06/09/25)
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  • Citi Private Bank - UHNW Investment

    Citigroup (Houston, TX)
    …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
    Citigroup (07/09/25)
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  • Capital Markets Investment Banking Vice…

    Zions Bancorporation (Houston, TX)
    …**Qualifications:** + Requires a bachelor's degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus + 5+ years of experience in ... Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The ...Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to… more
    Zions Bancorporation (06/01/25)
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  • Wealth Advisor III - Dallas

    Truist (Fort Worth, TX)
    …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in...programs such as CFA , CFP, CPWA and CPA * 5 or more… more
    Truist (06/03/25)
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  • Relationship Manager - Private Wealth

    CIBC (Austin, TX)
    …background:** You hold a bachelor's degree (required), and advanced certifications such as MBA , CFA , CPA, or CFP are preferred. + **Wealth management ... your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategy-while actively growing your client… more
    CIBC (08/23/25)
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  • Analyst, Mortgage Capital Markets, Global Capital…

    Scotiabank (Houston, TX)
    …agency mortgage warehouse lending preferred * Degree in Business or related field. MBA /CPA/ CFA or other industry designation is helpful * Banking experience in ... Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the...bridge to this key global market for trade and investment flows across the Americas and the world. Global… more
    Scotiabank (08/20/25)
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  • Private Wealth Business Development Officer

    CIBC (Houston, TX)
    …delivery that is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA , CFP, CFA , JD, CTFA, CPA + 10+ years of experience in wealth ... endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate… more
    CIBC (08/08/25)
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  • Senior Financial Analyst / Corporate Development…

    Robert Half Finance & Accounting (Fort Worth, TX)
    …Qualifications + Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA , CFA , or CPA strongly preferred. + 5-10 years of progressive ... and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the...experience in FP& A, investment banking, private equity, or corporate development. + Strong… more
    Robert Half Finance & Accounting (08/21/25)
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  • Sr. Corporate Finance Manager, Ventures

    American Heart Association (Dallas, TX)
    …+ Ability to travel up to 10% nationally with overnight stay **Preferred:** + CFA , CPA, MBA , or Master's in Finance + Financial advisory or consulting ... and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity… more
    American Heart Association (05/31/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Dallas, TX)
    …works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA , JD, CFA , or CFP preferred + Proactive, takes initiative, ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
    JPMorgan Chase (08/22/25)
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