• CFP Certification - REQUIRED

    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
    TEKsystems (11/29/25)
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  • Wealth Advisor III - Dallas

    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
    Truist (09/02/25)
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