- Vanguard (Dallas, TX)
- …everyone should be given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor , you'll develop tailored strategies that will ... Vanguard, clients are our most important asset. As a Senior Financial Advisor , you will...to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (or… more
- Truist (Dallas, TX)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,...Advanced degree or designations such as JD, MBA, or CFP 3. 15+ Years of fiduciary experience with a… more
- Truist (Dallas, 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 (Dallas, 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 (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 (Dallas, 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 ) + 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 (Dallas, 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 (Dallas, 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 (Dallas, 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 (Dallas, TX)
- … Planner ( CFP ) + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Technology Certifications: + CBAP - Certified Business ... work with a team of proven innovators! Work you'll do As a Software Engineer Senior Manager - Developer on our team, you will assist with the design, analysis,… more
- Deloitte (Dallas, 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 (Dallas, 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 (Dallas, 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 (Dallas, 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 (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
- Truist (Fort Worth, TX)
- …(ie, using life insurance as a retirement supplement and asset leveraging concepts) to financial advisor . 8. Communicate in writing or over the phone in a ... time. 1. Provides support to Director, Vice President, and/or Senior Vice President of Sales and assigned Firms. 2....a retirement supplement and asset leveraging concepts) to a financial advisor ) 16. Ability to develop complete… more