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PFAs advise on profitability monitoring, working capital management for projects and compliance while contributing to sound decision-making and risk identification across a portfolio that ranges in a complexity of projects independently and supporting more complex projects with guidance. The PFA serves as a trusted business partner to Project Managers, helping to drive project profitability, financial compliance, forecasting accuracy, and overall financial performance across a portfolio of projects.

YEAR

WSP Global Inc

Intermediate Project Financial Advisor

Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.

SWBC

Wealth Advisor (Austin)

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NTAG assists companies with all aspects of their financial reporting of income taxes including tax provision assistance and tax accounting guidance and consulting related to planning initiatives and strategic transactions (e.g., acquisition accounting, discontinued operations and carve-out financial statements). At Deloitte Tax LLP, our Business Tax Services (BTS) team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Deloitte

Tax Manager - National Tax Accounting Group (Ntag) - Asc740

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Frost Bank

Wealth Advisor III

Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisor II

Southwest Business Corporation

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corp

Premier Advisor - Austin / San Antonio

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Tax Manager - Private Wealth

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs.

Tax Senior - Private Wealth

You will also research federal tax legislation, contribute to projects involving tax planning, restructuring, controversy, and accounting for income taxes, assist with engagement workflow management, and supervise Tax Consultants and interns on assigned engagements. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Tax Senior - Federal / Corporate Tax

Deloitte Touche Tohmatsu Ltd

Tax Manager - National Tax Accounting Group (NTAG) - ASC740

FULL_TIME

Thought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities. In this client-facing role you will collaborate with other planning resources and partner with Rockefeller Private Advisors (financial advisors) to deepen existing client relationships and drive value for important firm prospects through sophisticated tax, estate and financial planning.

Rockefeller Capital Management

Senior Wealth Strategist

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What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Cullen/Frost Bankers Inc

What you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy and estate planning, philanthropic giving, and corporate trust services. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

HOUR

Vanguard Group

Senior Wealth Advisor

If you're passionate about helping families navigate retirement, wealth preservation, income planning, and legacy planning, and you're looking for an opportunity to step into an established platform, learn a proven client experience, assume meaningful relationship leadership, and build a rewarding long-term career, we'd like to hear from you. This is an opportunity for an advisor who wants to focus on helping families navigate retirement, wealth preservation, income planning, legacy planning, and long-term financial decision-making while leveraging an established platform, proven client experience, strong operational support, and a consistent flow of qualified opportunities.

SKYLINE WEALTH STRATEGIES, LLC

HiringThing

Skyline Wealth Strategies

Relationship Management Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

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