- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational skills +… more
- Deloitte (Dallas, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, ... JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The… more
- Deloitte (Fort Worth, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or ... large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets;… more
- Edward Jones (El Paso, TX)
- …licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement ... Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.… more
- Truist (Dallas, TX)
- …overnight travel. **Preferred Qualifications:** 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Completion ... of an established management or career development program such as the bank's Leadership Development Program or similar program. 3. Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems. **General… more
- Bank of America (Allen, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening *… more
- Bank of America (Cypress, TX)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +… more
- Bank of America (Dallas, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening *… more
- Bank of America (Houston, TX)
- …in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management… more
- Bank of America (Dallas, TX)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates… more