• Advanced Markets - Tax Planning…

    Guardian Life (Austin, TX)
    …is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to our ... estate tax reductions strategies + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a… more
    Guardian Life (04/22/25)
    - Related Jobs

  • Advanced Planning Consultant

    TEKsystems (Fort Worth, TX)
    Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an ... and other sources. o Fundamental principles of Social Security and Medicare planning o Military and Federal employee benefits relating to retirement planning… more
    TEKsystems (05/14/25)
    - Related Jobs

  • Financial Advisor

    Navy Federal Credit Union (El Paso, TX)
    …analysis software tools Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of Navy Federal's ... Participate in development and implementation of new/enhanced processes and financial planning + Participate in on-site audits of registered duties, documentation,… more
    Navy Federal Credit Union (03/26/25)
    - Related Jobs

  • 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)
    - Related Jobs

  • 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)
    - Related Jobs

  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (Fort Worth, 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)
    - Related Jobs