- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- City National Bank (Austin, TX)
- …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... Rochdale's high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Mission Financial Planners, LLC is seeking a Senior...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- Vanguard (Dallas, TX)
- …as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading financial ... more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + Certified Financial Planner (R) designation required . + Series… more
- CBRE (Dallas, TX)
- Sr Occupancy Planner Job ID 246461 Posted 11-Nov-2025 Service line GWS Segment Role type Full-time Areas of Interest Workplace Strategy Location(s) Chicago - ... York - United States of America **About the Role:** As a CBRE Occupancy Sr . Planner , you will provide space planning, data mining, reporting, and interpretation… more
- Under Armour, Inc. (Katy, TX)
- Sr . Channel Planner - Wholesale **...will play a key role in leading the pre-season financial and inventory planning processes with the opportunity to ... a planning expert in the US wholesale business. The Sr . Planner will be given a rare...* Utilize POS analytics to support and reconcile external financial plans and help deliver and track against all… more
- WSP USA (San Antonio, TX)
- **This Opportunity** WSP is currently initiating a search for a Full-Time ** Sr . Federal Planner ** with the potential to work out of our **Huntsville, AL;** **San ... Force, Army, Navy, Marine Corps clients, including National Guard and Reserves. The Senior Federal Planner will provide technical leadership for site analyses,… more
- Keurig Dr Pepper (Frisco, TX)
- …packaging and ingredients are planned and maintained for each Re-pack location. Planner is accountable to maintain proper communication with assigned Ro-Pack Plants, ... to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Fort Worth, TX)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... 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