- TEKsystems (Fort Worth, TX)
- Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement Income Planning strategies with an ... and other sources. + Fundamental principles of Social Security and Medicare planning + Military and Federal employee benefits relating to retirement planning… more
- TEKsystems (Fort Worth, TX)
- Description . Develop and maintain expert knowledge of financial planning concepts, including but not limited to: o Retirement Income Planning strategies with an ... and other sources. o Fundamental principles of Social Security and Medicare planning o Military and Federal employee benefits relating to retirement planning… more
- Guardian Life (Austin, TX)
- …is Guardian's advanced sales department and we are seeking a Tax Planning Consultant . We are an organization providing superior case consultation to our ... estate tax reductions strategies + Educate producers, so they can effectively convey advanced planning recommendations to prospects and clients and educate a… more
- Truist (Dallas, TX)
- …+ At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or equivalent advanced knowledge course of study + Ability to ... review the following job description:** Carry out Advice & Planning strategy and support Truist by increasing the capability,...clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional… more
- Navy Federal Credit Union (El Paso, TX)
- …analysis software tools Desired Qualifications + Desired : In pursuit of designations eg, CFP , ChFC, CLU + Desired : Advanced knowledge of Navy Federal's ... Participate in development and implementation of new/enhanced processes and financial planning + Participate in on-site audits of registered duties, documentation,… more
- Truist (Midland, TX)
- …Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R). 4. ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and… more
- Deloitte (Austin, TX)
- …real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, 2025 Work ... You'll Do As a Senior Tax Consultant , you will work within an engagement team and...materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts… more
- Deloitte (San Antonio, TX)
- …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 tax ... for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include:...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more