• Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …of client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and keeping constant ... and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP , CPA, CFA or comparable advanced knowledge course of study. 3. Proven superior technical… more
    Truist (08/08/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Houston, TX)
    …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* *… more
    City National Bank (08/07/25)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Houston, TX)
    …money. + Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance. + Monitor clients' financial situations on a ... * Bachelor's degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of… more
    Robert Half Finance & Accounting (06/22/25)
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