- McDermott (Houston, TX)
- **Job Overview:** The Principal Planner is responsible for interpreting internal or external business issues and recommending best practices. They will be tasked ... problems and will work independently with minimal guidance. The Principal Planner may be responsible for leading functional teams or projects… more
- Bank of America (Houston, TX)
- Family Office Principal -Tax Manager Pennington, New Jersey;New York, New York; Houston, Texas; Iselin, New Jersey; Pennington, New Jersey; Mount Laurel, New Jersey ... and tax & planning software (Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner ) **Skills:** + Client Management + Client Solutions Advisory + Customer and… more
- JPMorgan Chase (Houston, TX)
- …skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner (WMCP) certification is preferred + Bachelor's degree preferred FEDERAL ... ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan… more