• Financial Planner (Central Advice…

    TIAA (Dallas, TX)
    …+ SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner (CFP) - Certified Financial ... + Physical Requirements: Sedentary Work **Career Level** 6IC **Please note** , a Certified Financial Planner (CFP) - Certified Financial … more
    TIAA (08/14/25)
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  • Entry Level - Financial Planner…

    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
    Equitable (08/02/25)
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  • Wealth Strategist ( Financial…

    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 ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...24 months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
    City National Bank (08/07/25)
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  • Senior Planner - High Net Worth

    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
    Edward Jones (07/15/25)
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  • Retirement Planner - Retirement Benefits…

    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
    Equitable (07/13/25)
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  • Certified Financial Advisor

    Vanguard (Dallas, TX)
    …Vanguard as a Certified Financial Advisor 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 Advisors to join our team in Plano, TX. With competitive compensation, excellent benefits, and… more
    Vanguard (06/27/25)
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  • Personal Financial Counselor, San Antonio

    Magellan Health Services (San Antonio, TX)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
    Magellan Health Services (08/19/25)
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  • Personal Financial Counselor

    Magellan Health Services (Austin, 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
    Magellan Health Services (08/13/25)
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  • Financial Solutions Advisor- Greater DFW…

    Bank of America (Mckinney, TX)
    …goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Financial Solutions Advisor- Greater DFW Area Cross Roads, Texas;Dallas, Texas; McKinney, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas **To… more
    Bank of America (08/23/25)
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  • US Experienced Financial Advisor

    Edward Jones (El Paso, 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
    Edward Jones (08/13/25)
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