- Edward Jones (Temple, TX)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Comerica (Houston, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA… more
- Zions Bancorporation (Houston, TX)
- …These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP(R) certification is highly preferred. + Exhibit proficiency in using computers and relevant software.… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Affluent Banking experience. 3. Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP),… more
- Deloitte (Houston, TX)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... of the leading ERP technologies that is revolutionizing how tax is managed and how tax departments...+ Certified Scrum Developer (CSD) + QAI Global Institute Certification + Open Group Certified Architect (Open CA); +… more
- Deloitte (Austin, TX)
- …enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital ... entity simplification and reviewing governance structures excite you? Deloitte's Tax Technology Consulting, Legal Business Services ("LBS") assists clients with… more
- Robert Half Finance & Accounting (Southlake, TX)
- …* Develop and maintain strong client relationships, acting as a trusted advisor on tax -related matters. * Identify opportunities for process improvement ... Description We are looking for an experienced Audit and Tax Manager to join our dedicated services team in...abilities to build and maintain client relationships. * CPA certification or equivalent qualification is required. * Proficiency in… more
- Deloitte (Houston, TX)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + Demonstrated ... and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated...a national team of specialists dedicated to providing comprehensive tax C&I services. If you have a passion for… more
- Deloitte (Fort Worth, TX)
- …that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We ... now! What you'll do As a professional in Deloitte's Tax Technology Consulting (TTC) team, you will be a...foreign equivalent) + Enrolled Agent + PMP (Project Management Certification ) + Contract & Commercial Management (CCM) Certification… more