- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Equitable (Fort Worth, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - TX: Fort Worth, Dallas, Houston, Austin,...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (San Antonio, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- L3Harris (Greenville, TX)
- …and cyber domains in the interest of national security. Job Title: Senior Associate , Accounting Job Code: 32066 Job Location: Onsite in Rockwall or Greenville TX, ... across the United States by providing general ledger and financial reporting services. Partnership with the business units and...solver with ability to execute to completion + Flexible planner in terms of daily activities with ability to… more
- Magellan Health Services (Austin, TX)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Magellan Health Services (Fort Hood, TX)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Edward Jones (Denison, TX)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... 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
- TIAA (San Antonio, TX)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more