- Vanguard (Dallas, TX)
- Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. They partner with ... investors who need help planning their financial goals and are seeking disciplined investing approaches, tax...to grow and develop others and self. Qualifications: + CFP (R) designation required . + Series 7, 63 or… more
- Vanguard (Dallas, TX)
- About the Role: Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and ... asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance. Key Responsibilities: + Client… more
- Truist (Fort Worth, TX)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… 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
- Charles Schwab (Westlake, TX)
- …guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment needs to ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are...of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education… more
- Edward Jones (Dallas, TX)
- …with complex financial planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If you answered yes to these ... Planner will serve as a conduit between the financial advisor , client and the home office...Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's… more
- Deloitte (Dallas, TX)
- … Planner ( CFP ) + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business ... You want this role! Work you'll do As a Senior Consultant on our NFTS, PSG team, you will...QlikView, HTML5, jQuery, and Kendo + Experience working in Financial Services environment + Experience working in consulting environment… more
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... Deloitte's Real Estate Services Tax practice as a Tax Senior Manager. Recruiting for this role ends on June...on June 1, 2025 What You'll Do Deloitte Tax Senior Managers use their experience in accounting and taxation… more
- Deloitte (Dallas, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 8+ years of total corporate or international tax ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Recruiting for… more
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to perform job responsibilities within a hybrid ... 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 (Fort Worth, TX)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to demonstrate basic understanding of Subchapter K, ... 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: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, ... in? We are looking for a sharp, analytical Federal Senior Tax Manager to join the Business Tax Services...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... 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 ) Preferred: + Advanced degree such as master's in science ... 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)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Experience reviewing partnership and/or trust documents + ... June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you...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
- Deloitte (Fort Worth, TX)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Edward Jones (Dallas, TX)
- …and identify solutions to keep them on-track. Responsibilities include: + Partner with the Senior Planner, Financial Advisor , and high net worth team to ... planning concepts? What about a deep understanding of the Financial Advisor role and serving clients? If...extensive resources of our home office to support our senior planner and financial advisors in serving… more
- Deloitte (Dallas, TX)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Minor or coursework in management information systems or ... Technology is transforming tax. Deloitte's Financial Services Tax Transformation practice is at the...US and US-India offices, + Mentor and develop consultants, senior consultants, and interns-providing leadership, counseling, and career guidance,… more