• Advanced Planning Consultant…

    TEKsystems (Fort Worth, TX)
    Forth worth - Hybrid Top Skills' Details CFP Certification Financial Planning Experience Money Guide Pro Efficient 5 years of Financial Services Experience Sales ... Facing Experience Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning… more
    TEKsystems (07/23/25)
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  • Business Resource Center, Advanced…

    Guardian Life (Austin, TX)
    …Center (BRC) is Guardian's advanced sales department, and we are seeking a Advanced Planning Consultant . We are an organization providing superior case ... platform. + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients...Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning… more
    Guardian Life (06/26/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Bryan, TX)
    …Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
    Truist (05/09/25)
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  • Tax Senior - Real Estate

    Deloitte (Westlake, TX)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role...materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts… more
    Deloitte (05/24/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Dallas, TX)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will...for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include:… more
    Deloitte (06/21/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Dallas, TX)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more
    Deloitte (05/22/25)
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