- TIAA (Dallas, TX)
- **Sr. Financial Planner ** The Senior Financial Planner writes and supports financial planning for Wealth Management Advisors, Advisory ... accuracy, objectivity and professionalism. + Develops and delivers content to financial planner peers and advisory teams. + Responds to inquiries from advisors… more
- Charles Schwab (Westlake, TX)
- …that extends beyond the SWA specialty team sphere. **What you are good at:** As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with ... risk mitigation, and liquidity needs. **Our opportunity:** Deliver comprehensive financial plans for the most sophisticated and complex client situations.… more
- Deloitte (Westlake, TX)
- Senior Event Planner , National Planning Deloitte University - Westlake, TX This position is responsible for the strategic planning and execution of Deloitte ... and demand a significant amount of interaction and communication with senior leadership as well as internal stakeholders. Meeting Planning Responsibilities: *… more
- Deloitte (Dallas, TX)
- …available Preferred Qualifications + Wealth management industry certification (eg, Certified Financial Planner , CFA) and/or relevant advanced degree (eg, MBA) ... Senior Consultant, Industry Solutions, Wealth Management What we...critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Recruiting for… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Westlake, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Olsson (Dallas, TX)
- Senior Team Leader (Planning) Colorado Springs, CO; Dallas, TX; Denver, CO; Fayetteville, AR; Kansas City, MO; Lincoln, NE; Omaha, NE; Overland Park, KS **Company ... and foster a high-performance culture. + Oversee staffing, utilization, and financial performance to ensure operational success. + Coordinates with internal partners… more
- Deloitte (Fort Worth, TX)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Deloitte's Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable… more
- Deloitte (Dallas, TX)
- …to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 12/31/25 Work ... you'll do: As an SAP Treasury Senior Consultant, you'll play a pivotal role in helping...Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner , Hedge Management and Accounting, SWIFT Integration, BCM, or… more
- Microsoft Corporation (Dallas, TX)
- …step in your career. Together, we are shaping the future of business. As a Senior Director of Digital Security and Channel Sales, you will take the lead in ... customer relationships. + Efficient Communicator- Effective negotiation, organizational, presentation, financial acumen, written, and verbal communication skills with significant… more
- 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
- 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
- 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
- Texas Health Resources (Fort Worth, TX)
- …other groups and organizations necessary on the professional service and financial activities of assigned areas. Effectively projects workload, resource needs and ... works in partnership with the entity President, Regional HR Officer, and other senior leaders to implement and monitor plans to ensure the current and future… more
- Amazon (Dallas, TX)
- …and organization. The ideal candidate will be a detail oriented, experienced planner with the demonstrated ability to respond effectively and efficiently while ... work professionally with a wide range of people from senior business executives to front line engineers. The ideal...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Brink's (Coppell, TX)
- …retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial ... not only a strategic thinker but also a disciplined planner and a confident communicator who thrives in complex,...controllers, and function heads. + Apply strong analytical and financial modeling skills to evaluate ROI, IRR, and payback… more