- 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
- 7-Eleven (Irving, TX)
- …is a key driver of long-term strategy and profitability. The Senior Planner leverages deep analytical expertise and advanced financial modeling to influence ... Irving, Texas Additional Locations Enon, Ohio JOB SUMMARY: The Senior Planner is a strategic leader responsible...business decisions, ensuring alignment with overarching company objectives and financial targets. Sr. Planner also acts as… more
- WATTS (Fort Worth, TX)
- …a quality reputation - and we have a dynamic future ahead. The demand planner oversees the full demand planning process. They will lead developing accurate demand ... statistics, forecasting and forecasting methods with an understanding of their financial and operational impacts. + Experience with other software packages including… more
- System One (Fort Worth, TX)
- Meeting & Convention Planner **Employment Type:** Full Time **Date Posted:** 10/13/2025 **Location:** Fort Worth, TX **Pay Range:** Negotiable **Job Number:** ... when planning. Planning is typically done with guidance from senior planners in the same department. The role sits...management tools + Negotiation and procurement + Budgeting and financial analysis + Organizational and time management skills +… 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 (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
- 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, ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… 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
- 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 ... grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard Advisor,… 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
- Capital One (Plano, TX)
- Principal Associate, Executive Communications- Financial Services We're seeking an influential communicator who has experience writing high-quality content for ... and working in cross-functional teams to drive results. In Financial Services at Capital One, we believe internal and...internal storytelling and campaigns. If you're a strategic thinker, planner and storyteller who merges writing and data to… more
- USAA (Plano, TX)
- …MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of Retirement ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Amazon (Irving, TX)
- …assignments with sound judgment. You will be a detail oriented, experienced planner with the demonstrated ability to respond effectively and efficiently while ... and discretion in handling confidential information and professionalism in dealing with senior professionals inside and outside the company is imperative. This role… 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
- Keurig Dr Pepper (Irving, TX)
- …You'll collaborate closely with the Line Maintenance Supervisor and Maintenance Planner to implement and refine Total Productive Maintenance (TPM) processes that ... it and your takeaways to your team, department, and senior leaders to highlight your project work and impact...health and wellness as well as your personal and financial well-being. We also provide employee programs designed to… more