- 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
- 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
- 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
- System One (Fort Worth, TX)
- …support directly to Meeting Planners, and interface with our client company's senior management team, Business Unit meeting sponsors, and vendors. **Duties & ... returned following a meeting. + Assist with specific departmental financial tasks including expense reconciliation, attendee reimbursement, vendor payments and… 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
- 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