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115 cfa jobs at 70 companies in Plano, TX

2mo
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Finance Educator - CFA Content Writer
Dallas, Texas, United States
OnsiteFull Time
UWorld
UWorld: Provides digital learning tools for high-stakes exam preparation.
3+ YOECFA charter required; Master of Finance or MBA preferred; 3-5 years in finance or academia; strong CFA-related content and MS Office skills.
MS Office, CRM, Marketing software
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2w
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PROJECT MANAGER I - CFA (TX)
Dallas, Texas, United States
OnsiteFull Time
Murata Machinery USA
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
1+ YOECoordinate technical project aspects, manage budgets and schedules, select vendors, review designs, and support system installations; bachelor's degree and 1–2 years related experience required.
AutoCAD, Microsoft Project, Microsoft Office
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2mo
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FOH Closing/Shift Lead - Manager -CFA Exp Required
Southlake, Texas, United States
$16-$18/hr OnsiteFull Time, Part Time
Chick-fil-A
Chick-fil-A: Operates a chain of quick-service chicken sandwich restaurants.
1+ YOE1+ MgmtExperience in Chick-fil-A or leadership roles; 18+; HS diploma; valid driver’s license; authorized to work in the U.S.; criminal background check; available to work nights, weekends, and holidays; reliable transportation.
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1mo
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VP, Senior Client PM, Ark Invest
Irving, Texas, United States
RemoteFull Time
American Beacon Partners
American Beacon Partners: Operates a multi-affiliate asset management and distribution platform.
8+ YOEEight+ years investment sales experience with ETF products; NASD Series 7 and 63 required; CFA/CIMA preferred; strong sales, presentation and communication skills; willingness to travel; college degree in business or equivalent.
NASD Series 7, NASD Series 63, CFA, CIMA
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3mo
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Senior Retirement Product Manager
Pittsburgh or Cincinnati or Atlanta or Cleveland or Dallas or Raleigh or Denver
$65k-$139k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOE5+ years relevant experience; CFA preferred; CFA designation strongly preferred; Bachelor's degree required.
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2mo
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Manager, Investor Relations
Irving, Texas, United States
OnsiteFull Time
Celanese
CelaneseNYSE: CE: Manufactures specialty chemicals and high-performance engineered materials.
Bachelor’s in business, accounting, or finance; MBA preferred; CPA/CFA a plus; strong analytics and communication skills.
Analytics, Excel, Power BI, Office
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3mo
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U.S. Private Bank – Private Banker – Associate
Dallas, Texas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree; Series 7 & 66 licenses; sales/origination experience; coachable; MBA/JD/CFA/CFP preferred.
Wealth planning software, Planning Station modules, WA models, MAPS/CHART
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2mo
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Senior Analyst, Financial Planning
Fort Worth, Texas, United States
OnsiteFull Time
Teton Ridge
Teton Ridge: Elevating Western culture through sports, media, and lifestyle entertainment.
3+ YOEBachelor's in Accounting or Finance; 3-5 years FP&A or related finance experience; CPA/CFA pursued or completed is a plus.
Excel, Financial Modeling, Power BI
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2mo
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Senior Financial Analyst
Carrollton, Texas, United States
OnsiteFull Time
Swiss American CDMO
Swiss American CDMO: Contract manufacturing for topical skin and wound care products.
4+ YOE5+ years in financial analysis or modeling; advanced Excel; strong accounting knowledge; Tableau experience; excellent communication; CFA/CPA preferred.
Excel, Tableau, PowerPoint, Outlook, Word
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2mo
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Managing Director, Turnaround & Restructuring
Chicago or New York City or Dallas
HybridFull Time
Ankura
Ankura: Provides global business advisory and expert consulting services.
10+ YOEMinimum 10 years of restructuring/distressed experience; advanced modeling; undergraduate degree; CFA/CIRA/CPA preferred; ability to travel and lead teams.
Excel, PowerPoint, Financial modeling
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3mo
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Sr. Director, Derivatives & Hedging
Addison or Montpelier or New York
$186k-$272k/yr HybridFull Time
National Life Group
National Life Group: Sells life insurance policies and retirement annuity products.
Proven hedging program design and implementation in insurance/reinsurance; knowledge of FIA/RILA; strong communication; leadership; CFA or actuarial background preferred but not required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Quantitative tools
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2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
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1w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
3+ YOEBachelor's degree, 3+ years in accounting/finance/investment or related services. Strong analytical, communication, and Excel/PowerPoint skills. CPA/CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2mo
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Director - Relationship Manager, Project Finance and Infrastructure
Cleveland or New York City or Chicago or Atlanta or Houston or Birmingham or Detroit or Pittsburgh or Tupelo or Denver or Columbus or Cincinnati or Farmers Branch
$102k-$217k/yr RemoteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
10+ YOELead origination, structuring and execution of project finance and infrastructure transactions; 10+ years in project finance; strong financial modeling; CFA/MBA preferred.
Financial modeling, Excel, PowerPoint, Credit analysis
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2mo
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Consultant, Healthcare Services
Dallas, Texas, United States
$100k-$120k/yr OnsiteFull Time
Alvarez & Marsal
Alvarez & Marsal: Provides management consulting, restructuring, and business advisory services.
3+ YOEHealthcare experience; strong Excel/modeling; finance and accounting knowledge; project management; travel; CPA/CFA or progress toward certification; excellent communication.
Excel, PowerPoint, Visio, Tableau, Power BI, SQL
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3mo
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Private Bank Investment Advisor
Dallas or Fort Worth
OnsiteFull Time
Texas Capital
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
10+ YOE10+ years banking experience with private banking focus; Series 7 and 63; Bachelor's in Finance/Accounting/Business Admin; MBA/CFA/CFP preferred.
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3w
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International Investment Counselor (US Based) - Canadian Clients
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
4+ YOECFA (any level) and Series 65 (assistance provided), 4+ years portfolio management and client relationship experience, Bachelor's degree required, consultative client focus.
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2mo
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Sr. Financial Analyst (Hybrid)
McKinney, Texas, United States
HybridFull Time
Globe Life
Globe LifeNYSE: GL: Provides life, supplemental health, and annuity insurance products.
5+ YOE5-7 years in budgeting, forecasting, financial modeling; MBA/CPA/CFA a plus; strong Excel; Anaplan, Power BI/Tableau; hybrid McKinney TX.
Excel, Power BI, Tableau, Anaplan, SQL, SAS
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1d
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Investment Analyst
Fort Worth, Texas, United States
OnsiteFull Time
Texas Christian University
Texas Christian University: Private university providing undergraduate and graduate degree programs.
1+ YOEBachelor's in Finance/Accounting/Economics,1–3 years relevant experience,ability to obtain CAIA or CFA,Excel and PowerPoint proficiency,data analysis and reporting skills.
Microsoft Excel, Microsoft PowerPoint
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17h
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Investment Credit Analyst
Southlake, Texas, United States
$95k-$115k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOEBachelor's degree required; 1+ years credit or financial analysis experience; strong accounting and financial statement skills; CFA/MBA progress preferred; excellent communication and judgment.
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