- Comerica (Dallas, TX)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... clients. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...+ Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About… more
- Vanguard (Dallas, TX)
- …7, 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 ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist… more
- Zions Bancorporation (Houston, TX)
- …licensing, FINRA Series 7& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and relevant ... software. + Display excellent verbal and written communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. +… more
- Bank of America (Houston, TX)
- Private Client Advisor Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Private-Client- Advisor \_24020422) **Job Description:** At Bank of America, we are… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Austin, Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a deep… more
- Atria Wealth Solutions (Fort Worth, TX)
- …LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the ... as an organization over the years. As a Financial Advisor your responsibilities include, but are not limited to,...Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering high quality service in… more
- Bank of America (Cross Roads, TX)
- Financial Solutions Advisor - Greater DFW Area Cross Roads, Texas;Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cross-Roads/Financial-Solutions- Advisor --Greater-DFW-Area\_25032805) **Job Description:** Please Note that this requisition contains… more
- Bank of America (Cypress, TX)
- Financial Solutions Advisor - Northwest Houston Area Cypress, Texas;Houston, Texas **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cypress/Financial-Solutions- Advisor Northwest-Houston-Area\_25033365-2) **Job Description:** Please note that this requisition… more
- Equitable (Austin, TX)
- Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X ) **Primary Location** : UNITED STATES-TX-Austin **Organization** : Equitable Advisors **Description** ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more