- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... 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
- Charles Schwab (Westlake, TX)
- …planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which ... efficient and effective practice management within a team-based environment The Financial Planner is responsible for strengthening the relationship between… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Fort Worth, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Fort Worth, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more
- Deloitte (Fort Worth, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you… more
- Deloitte (Dallas, TX)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 8+ years of ... total corporate or international tax experience + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large… more
- Bank of America (Fort Worth, TX)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Fort Worth...field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Bank of America (Fort Worth, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Vanguard (Dallas, TX)
- …a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will help our clients achieve their ... In this role, you will play the role of Financial Planner , Book of Business Manager and...clients are our most important asset. As a Senior Financial Advisor , you will be tasked with… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Atria Wealth Solutions (Plano, TX)
- …LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members ... a member until the account is closed. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering… more
- Equitable (Fort Worth, TX)
- Entry Level - Financial Advisor - TX, Fort Worth (4083) ( 220000WT ) **Primary Location** : UNITED STATES-TX-Fort Worth **Organization** : Equitable Advisors ... their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial… more