• Wealth Management Associate

    Equitable (Dallas, TX)
    …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... Wealth Management Associate - TX, Dallas (4028) ( 210000R8 )...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
    Equitable (08/05/24)
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  • Personal Financial Counselor;

    Magellan Health Services (Dallas, TX)
    …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered… more
    Magellan Health Services (08/02/24)
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  • US Experienced Financial Advisor

    Edward Jones (Dallas, TX)
    …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
    Edward Jones (08/29/24)
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