- 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
- Edward Jones (Dallas, TX)
- …enabling them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial ... objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team and other… more
- Comerica (Dallas, TX)
- Job Description Senior Wealth Planner (Wealth Planner III), Wealth Management The Senior Wealth Planner role is responsible for assisting members of ... the wealth planning team with developing customized financial plans for high-net-worth individuals. Comerica Bank uses eMoney and the MS Office suite as its primary… more
- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Planner in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a leading ... career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor, You Will:… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Senior Business Execution Consultant to join the ULO Capacity Planning team supporting ULO Customer Service ... for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and… 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 (Dallas, 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, Climate and Equity: Renewable Energy practice, you will advise clients… more
- Deloitte (Dallas, 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
- Deloitte (Dallas, 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 (Dallas, 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
- Truist (Dallas, TX)
- …as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and Financial Advisor, Chartered ... and integration of a broad range of wealth products and services ( financial planning, asset management, personal trust and estate planning, insurance and risk… more
- Autodesk (Plano, TX)
- …We partner with over 30 functional leaders across the company to drive financial and operational business outcomes. Reporting into the IMO, the M&A Integration ... + Effectively communicate project progress, issues, and goal achievement across senior leadership and project team audiences + Track progress against key… more
- Berkshire Hathaway Automotive (Irving, TX)
- …will play a multitude of roles, including Event and Meeting Planner , Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator. ... style to engage a wide range of personalities. Collaborate with colleagues and senior leadership and clients, both internal and external * Extremely flexible: must… more