- Ankura (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
- Wells Fargo (Frisco, TX)
- …will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales. ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence...and investment sales environments, with a deep understanding of advisor business models, client needs, and full… more
- World Insurance Associates, LLC. (Houston, TX)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client Advisors bring risk ... new business opportunities, focusing on High- Net worth and Private Client accounts, including affluent individuals, family..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- JPMorgan Chase (Dallas, TX)
- …JP Morgan is appointed as corporate trustee of a trust, whether created by a client during their lifetime or upon their death through a provision in their will, it ... there. JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2...Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families… more
- KeyBank (Dallas, TX)
- …climate, and then crafting value-added solutions, ideas and advice. Viewed by the client as a valued business partner ( financial strategist). + Provides the ... Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and...Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to… more
- Deloitte (Houston, TX)
- …sales. As an IT Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy,… more
- RE Tech Advisors LLC (Dallas, TX)
- …replacements and capital-intensive retrofit projects from client vendors; advise client teams on technical feasibility, anticipated financial and operational ... engineering, technology, and sustainability. RE Tech has a progressive and ambitious client base that includes numerous commercial real estate portfolios, private… more