- TEKsystems (Fort Worth, TX)
- …client facing calls, need them to be resourceful and self-starters Skills CFP Certification , Sales Experience, Salesforce Experience, MoneyGuide Pro, Client ... Emotional Intelligence, Good Communication, Financial Support Top Skills Details CFP Certification ,Sales Experience,Salesforce Experience,MoneyGuide Pro,Client Facing,Financial Services… more
- Truist (Fort Worth, TX)
- …* CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
- Edward Jones (Dallas, TX)
- …Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, ... the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an… more
- Truist (Dallas, TX)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... management and production expectations. 3. Supervises and provides assistance in general, advanced , and complex tasks related to relationship building as well as… more
- Comerica (Dallas, TX)
- …applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica ... and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and...+ Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About… more
- Truist (Dallas, TX)
- …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... processes, products, services and operating policies and procedures. **QUALIFICATIONS** ** Required Qualifications:** The requirements listed below are representative of… more