- Vanguard (Dallas, TX)
- Join Vanguard as a Certified Financial Planner in Plano, TX Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Planners (CFP(R)) to join our team in Plano, TX. With competitive compensation,… more
- Equitable (Fort Worth, TX)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Planner - TX, Fort Worth, Dallas, Houston, Austin, San Antonio; OK, Oklahoma City(3985) ( 2100001P ) **Primary Location** : UNITED… more
- Edward Jones (Dallas, TX)
- …Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner (CFP) designation required + Bachelor's ... do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with...Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and… more
- Equitable (Fort Worth, TX)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Retirement Planner - Retirement Benefits Group - TX, Fort...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Magellan Health Services (Dallas, TX)
- …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant -… more
- Bank of America (Irving, TX)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor - Consumer Investments - Mid-Cities...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Fort Worth, TX)
- …preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement ... Merrill Financial Solutions Advisor - Fort Worth & Associates...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
- Edward Jones (Fort Worth, TX)
- …insurance licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or ... 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
- Bank of America (Dallas, TX)
- …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor- Consumer Investments-Bilingual SPANISH- Preston Beltline...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Fort Worth, TX)
- …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Truist (Dallas, TX)
- …certification programs such as Chartered Financial Analyst, Accredited Asset Management Specialist, Certified Financial Planner , Certified Trust and ... Financial Advisor, Chartered Life Underwriter or Certified Public Accountant * Completion of established management development or leadership program such as… more
- Truist (Dallas, TX)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Truist (Dallas, TX)
- …level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, ... Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career… more
- USAA (Plano, TX)
- …license + MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R))designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- Equitable (Dallas, TX)
- …by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- USAA (Plano, TX)
- …casualty, life and health insurance, retirement and estate planning. **What sets you apart:** + Certified Financial Planner (R) Designation + 5 or more years ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...and direct projects & capabilities seeking to improve member financial well-being. You'll also be one of the public… more
- Deloitte (Fort Worth, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Fort Worth, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Fort Worth, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more