- 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
- 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 ... opportunities and gaps, and advise on specific steps to meet financial goals. The Financial Planner is responsible for strengthening the relationship between… more
- Edward Jones (Dallas, TX)
- …is responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with ... identify solutions to keep them on-track. Responsibilities include: + Partner with the Senior Planner , Financial Advisor, and high net worth team to deliver… 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
- 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
- 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
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to perform job responsibilities within a ... 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)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive 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, ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to demonstrate basic understanding of Subchapter ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2025 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Fort Worth, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... the career opportunity to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational Partnership Services (OPS) team you will:… 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 ... June 1, 2025 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) + Ability to travel up to 25%, on average, based ... Recruiting for this role ends on May 31st, 2025. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of… more
- Charles Schwab (Westlake, TX)
- …+ Minimum of 2 years of sales support or pre-sales experience + Certified Financial Planner (CFP) or other similar industry designation preferred **This is a ... our market expansion strategy and grow our client base. The ** Senior Manager, Participant Experience Consultant** will have retirement plan industry experience… more
- Equitable (Fort Worth, TX)
- …for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to employee and ... Financial Professional - Retirement Benefits Group - TX,...areas of focus + Ability to work jointly with senior joint-work partners and to be coached by top… 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
- 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
- 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 Director, M&A ... + Effectively communicate project progress, issues, and goal achievement across senior leadership and project team audiences **Minimum Qualifications** + 10+ years… 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