- Intrua Financial, LLC (Houston, TX)
- …Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX area. This position is the perfect fit ... for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,… more
- Bank of America (Houston, TX)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - West Houston Area Houston, Texas;Sugar Land, Texas; Katy, Texas; Stafford, Texas **To proceed with your application, you must be at… more
- Edward Jones (Houston, TX)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Houston, TX)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Principal Financial Group (Houston, TX)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning...by one common purpose: to foster a world where financial security is accessible to all. And our success… more
- Equitable (Houston, TX)
- …* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Equitable (Houston, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering relationships that help people… more
- Truist (Webster, TX)
- …enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified ... relationships. **Primary Responsibilities** + Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship +… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Houston, TX)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Deloitte (Houston, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- CBRE (Houston, TX)
- Occupancy Planner - Talent Community Job ID 230043 Posted 17-Nov-2025 Role type Full-time Areas of Interest Consulting Location(s) Chicago - Illinois - United States ... in any posted position at CBRE. **About The Role:** As a CBRE Occupancy Planner , you will provide space planning, data mining, reporting, and interpretation of space… more
- Univar Solutions (Houston, TX)
- …your career in areas that energize and excite you. The District Transportation Planner is responsible for the inbound and outbound planning of logistics requirements ... diverse benefits offering to support our employees' physical, emotional, and financial wellbeing. Univar Solutions supports sustainable solutions for the world… more
- Aramco Services Company (Houston, TX)
- …the assigned MSG, PG or Service Supply Group (SSG) as per the financial authority in the Supply Chain Management Manual (SCMM) including Trade Compliance procedures. ... Plant Operation, or Engineering-Procurement-Construction (EPC) Environment as a Procurement Planner in an Operational-Manufacturing setting or as a Contract… more
- US Tech Solutions (Houston, TX)
- **Job Description:** + Plans and requisitions materials of greater complexity and financial impact within certain product lines and/or commodities. + Plans ordering ... parameters based on achieving multiple objectives. Adheres to ordering parameters, insuring objectives are achieved and/or modified to improve on objectives. + Initiates reschedule as result of changes in plans and/or priorities. Initiates follow-up of… more
