- JPMorgan Chase (Plano, TX)
- …7 and Series 63 licenses required for the position. + CRPC (Chartered Retirement Planning Counsellor) or CFP (Certified Financial Planner ) Designation, or ... allow us to customize solutions tailored to clients' specific needs. As a Retirement Consultant within JPMorgan Wealth Management, you will actively engage with both… more
- Edward Jones (Fort Worth, TX)
- …+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor ... in the branch of mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered by the firm and… more
- JPMorgan Chase (Plano, TX)
- **ASSET WEALTH MANAGEMENT ONBOARDING OPERATIONS ASSOCIATE PRODUCT OWNER** Do you want to make meaningful impact by delivering high-quality products? Are you obsessed ... with Atlassian agile planning and reporting tools (Jira, Confluence, Planner , Portfolio, Align, etc.), Microsoft Office Products (spreadsheets, pivot tables,… more
- Compass Group, North America (Richardson, TX)
- …Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, ... needs. Essential Duties and Responsibilities: + Reviews customer and meeting planner requests from the reservation system and provides equipment/assistance at the… more