• Wealth Strategist ( Financial…

    City National Bank (Houston, TX)
    …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW… more
    City National Bank (08/07/25)
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  • Senior Planner - High Net Worth

    Edward Jones (Dallas, TX)
    …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial ... objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other… more
    Edward Jones (07/15/25)
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  • Senior Client Service Associate - Mission…

    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
    Kestra Financial (06/25/25)
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  • Certified Financial Advisor

    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 ... career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor, You Will: + Establish, grow, and… more
    Vanguard (06/27/25)
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  • Financial Advisor

    Atria Wealth Solutions (Fort Worth, TX)
    …+ Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
    Atria Wealth Solutions (06/17/25)
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  • Sr . Healthcare Occupancy Planner

    CBRE (Austin, TX)
    Sr . Healthcare Occupancy Planner Job ID 229644 Posted 23-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Consulting Location(s) ... States of America **About The Role:** As a CBRE Sr . Healthcare Occupancy Planner , you will provide...calculate complicated figures such as percentages, fractions, and other financial -related calculations **Why CBRE:** When you join CBRE, you… more
    CBRE (07/25/25)
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  • Sr . Demand Planner - Aerospace

    Parker Hannifin Corporation (Fort Worth, TX)
    Sr . Demand Planner - Aerospace Location : FORT WORTH, TX, United States Job Family : Planning Job Type : Regular Posted : Jul 21, 2025 Job ID : 58439 Back to ... competitive rates. * Paid Time Off and 13 Company-Paid Holidays. POSITION SUMMARY The Sr . Demand Planner maintains and generates unit forecasts for the Division… more
    Parker Hannifin Corporation (07/22/25)
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  • Sr . Federal Planner

    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
    WSP USA (07/08/25)
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  • Senior Product Owner, Insights

    NASCO (Austin, TX)
    …+ Bonus and Recognition programs + Tuition Assistance + Consultation with financial planner + Basic Life & AD&D Insurance, Short and Long-Term Disability ... **Overview** NASCO is seeking a skilled and strategic Senior Product Owner to join our Product Management team focused on driving insights through innovative data,… more
    NASCO (08/15/25)
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  • Tax Senior - Hedge Funds

    Deloitte (Fort Worth, TX)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
    Deloitte (08/21/25)
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