- Citigroup (Dallas, TX)
- …**Relationship Management** + Serve as the client 's advocate and trusted advisor (primary contact) for strategic advice on financial matters + Create, ... Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time… more
- EFI Global (Houston, TX)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... of travel (local or regional). Ideal candidate would have experience in client management and accounts, including oversight of expectations, scope preparation and… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Dorsey & Whitney LLP (Dallas, TX)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... M&A ( Private Equity) Senior Associate or Of Counsel (#926)...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client .… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting ... for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring....and tracking of Financial Advisor expenses. + Creates reports to build more practice… more
- JPMorgan Chase (Dallas, TX)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- DXC Technology (Austin, TX)
- …expected to work onsite at least two days per week. **Overview:** The Account Client Relationship Partner acts as the primary advisor and relationship owner for ... IT, optimizing data architectures, and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector… more