- Truist (Bryan, TX)
- …a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Bank of America (College Station, TX)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + ... licenses** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded + Minimum of one year… more
- Deloitte (Dallas, TX)
- …(Member of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM ( Certified Commercial Investment Member) + ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Deloitte (Houston, TX)
- …(Member of the Appraisal Institute) + ASA (American Society of Appraisers) + CRE ( Counselor of Real Estate) + CCIM ( Certified Commercial Investment Member) + ... income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax… more
- Bank of America (Schertz, TX)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Dallas, TX)
- …such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Dallas, TX)
- …such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Bank of America (Frisco, TX)
- …as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + ... partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional… more
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