• Financial Advisor - Plano

    First National Bank of Omaha (Frisco, TX)
    …innovative solutions for clients' needs. + **Team Collaboration:** Work closely with Financial Advisor Associates to optimize client experiences and resource ... existing customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial … more
    First National Bank of Omaha (03/08/25)
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  • Certified Financial Planner

    Vanguard (Dallas, TX)
    …to grow your career. By applying to this role, you will be considered for the Financial Advisor and Senior Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Planner in Plano , TX Are...within 3 months of assuming position). + Three years ( Financial Advisor ) or Five years (Senior … more
    Vanguard (03/28/25)
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  • Investment Product Director

    TEKsystems (Fort Worth, TX)
    …managed account and brokerage platforms in alignment with the company's financial coaching philosophy. These include; UMA (Unified Account Management), Separate ... and services to add to the product portfolio that enables client achievement of financial goals and Advisors to better serve clients. Serves as the subject matter… more
    TEKsystems (05/21/25)
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