- Vanguard (Dallas, TX)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: ... Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner ( CFP (R)) looking for a rewarding career with a leading … more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Truist (Fort Worth, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Austin, Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a deep… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Planner will serve as a conduit between the financial advisor , client and the home office...Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's… more
- Truist (Fort Worth, TX)
- …and systems. Will assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing and evaluating complex ... financial documents, trust documents, wills, retirement accounts and other...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- Deloitte (San Antonio, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (San Antonio, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more