- Atria Wealth Solutions (Fort Worth, TX)
- …Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering high quality service in all ... interactions with clients, prospective clients, and staff within a financial institution environment + An advanced level of performance and work ethic requiring… more
- Marriott (Irving, TX)
- …company. The position has overall responsibility for achieving profitability, event planner and employee satisfaction and the financial performance of the function. ... in all areas of event operations (eg, BEO meetings, pre-event briefings, staff meetings, food and beverage team, culinary team). * Provides performance feedback… more
- Marriott (Dallas, TX)
- …of Event Planning and Operations in his/her absence. Serves as the event planner 's primary contact (following turnover) on property and is responsible for his/her ... operational challenges associated with his/her group and works with the property staff and customer to solve these challenges and/or develop alternative solutions. *… more
- Deloitte (Dallas, TX)
- …with highly motivated and dedicated teams. Mentor and develop of engagement staff , providing leadership, counseling, career guidance, and guidance on issues related ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- Deloitte (Austin, TX)
- …engagement team resources, and engagement billing. + Mentor and develop junior staff , including those in our US India office, providing leadership, counseling, ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (San Antonio, TX)
- …gather information. They also train, mentor and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training. The Team ... + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the… more
- Deloitte (Dallas, TX)
- …tax returns. + Training, mentoring, and supervising new and experienced-level tax staff , and attending required Deloitte Tax LLP and sector-specific trainings. + ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more