- TEKsystems (Fort Worth, TX)
- …Coordinate Case Prep for client meeting with Advisor Additional Skills & Qualifications + CFP Certification - REQUIRED + MoneyGuide Pro Efficient + Bachelors ... Must have CFP Certification Description + Develop and maintain expert knowledge of financial planning concepts, including but not limited to: + Retirement Income… more
- Vanguard (Dallas, TX)
- …and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... experience in advisory or paraplanner roles. + Undergraduate degree required . + SIE, Series 65/66 licenses required ....CFP program to support crew in acquiring the certification . + Regulatory licenses and/or registrations as determined by… more
- Truist (Dallas, 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
- JPMorgan Chase (Plano, TX)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred ... confident and bank when, where, and how they want ** Required qualifications, capabilities, and skills** + At least 2...A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of… more
- Bank OZK (Dallas, TX)
- …or related field, or commensurate work experience, required . Advanced degree or CFP (R), CFA(R), or AIF(R) certification preferred. + 10+ years of experience ... in institutional wealth, retirement plan management, or investment management, required . Experience in a legal environment or a financial institution preferred. Job… more