- Edward Jones (Dallas, TX)
- …them to deliver the wealth management services that our clients need. The Senior Planner will serve as a conduit between the financial advisor, client and ... have a desire to be a part of the wealth management process? Do you have a strong background...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Edward Jones (Dallas, TX)
- …responsible for leveraging the extensive resources of our home office to support our senior planner and financial advisors in serving HNW clients with complex ... keep them on-track. Responsibilities include: + Partner with the Senior Planner , Financial Advisor, and high net...on established growth metrics. Internally this role is titled Senior Wealth Strategist** Edward Jones' compensation and… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
- Deloitte (Dallas, TX)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of ... eminence building and pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more