- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard … more
- Truist (Dallas, TX)
- …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
- Truist (Dallas, TX)
- … Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor , Chartered Life Underwriter or ... tasks related to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing… more
- Bank of America (Southlake, TX)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… more
- Edward Jones (Fort Worth, TX)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Fort Worth, TX)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... expand as an organization over the years. As a Financial Advisor your responsibilities include, but are...Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience… more
- Bank of America (Flower Mound, TX)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW Area Fort Worth, Texas;Irving, Texas; Irving, Texas; Irving, Texas; Flower Mound, Texas; Fort… more
- JPMorgan Chase (Colleyville, TX)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
- Truist (Fort Worth, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Huntington National Bank (Addison, TX)
- Description Job Summary: As a Treasury Management Advisor III - Corporate Healthcare, you will play a pivotal role in driving the growth and success of our treasury ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
- Comerica (Dallas, TX)
- …experience + CFP ( Certified Financial Planner) preferred + CTFA ( Certified Trust and Fiduciary Advisor ) preferred About Comerica We know our employees ... Provide premier client service at all times to include interactions with Financial Advisors and families while ensuring decisions are aligned with fiduciary… more
- Sedgwick (Fort Worth, TX)
- …Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Professional Liability **ESSENTIAL FUNCTIONS ... Associate in Risk Management (ARM), Associate in Insurance Claims (AIC), Certified Professional in Health Care Risk Management (CPHRM) preferred. **Experience** Ten… more
- Charles Schwab (Westlake, TX)
- …this role to work on site in the specified location.** As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... license + _(May be obtained with a 120-day condition of employment for certified and current CFP(R) designation or CFA(R) designation holders, verified before hire)_… more
- Sedgwick (Fort Worth, TX)
- … Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Software Development Advisor **PRIMARY PURPOSE OF THE ... ROLE:** To develop, maintain, test and debug software to meet generally defined requirements in a Windows client/server environment utilizing software development languages/environments such as .Net, Microsoft SQL, HTML, CSS, JavaScript, C#, .NET/ASP , Angular… more
- DriveTime (Fort Worth, TX)
- …servicing through Bridgecrest, which is one of the country's leading financial servicing providers. Bridgecrest services roughly $17 billion in finance receivables ... or GED + 2+ years of experience in collections, financial services, and/or phone-based sales, customer service or customer...DriveTime Family of Brands is Great Place to Work Certified ! And get this: 90% of our rockstar employees… more
- Deloitte (Fort Worth, TX)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Fort Worth, TX)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more