- HUB International (Austin, TX)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more
- JPMorgan Chase (Austin, TX)
- …to monitor risk metrics across the team + Work with Team Leader to monitor Client Advisor loadings. + Submit and monitor fee schedules and billing + Manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… more
- Deloitte (Houston, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... 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
- 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 + ... 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
- 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 ... travel (local or regional).** **Ideal candidate would have experience in client management and accounts, including oversight of expectations, scope preparation and… more
- JPMorgan Chase (Houston, 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
- JPMorgan Chase (Plano, TX)
- …a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client , and the JP Morgan Private Bank. As a ... ensuring technical proficiency, compliance, and the ability to provide client and advisor education on complex topics....qualifications, capabilities and skills + Over 6 years in financial services or brokerage, including a minimum of 2… more
- Ankura (Dallas, TX)
- …Ankura's Transaction Advisory Services (TAS) professionals bring deep expertise in financial due diligence, mergers and acquisitions, and strategic advisory. Our ... team supports private equity firms, corporations, and other stakeholders through the...value creation. Role Overview The Senior Managing Director - Financial Due Diligence is a senior executive role within… more
- Insight Global (Fort Worth, TX)
- Job Description The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the ... facing consultant on all aspects of the First Command financial planning software. You will be responsible for: -...with other home office teams as needed to resolve advisor support requests We are a company committed to… more