- Equitable (Austin, TX)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial ... Entry Level - Financial Advisor - TX, Austin (3888) ( 2000019X...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Edward Jones (Denison, 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
- Atria Wealth Solutions (Fort Worth, TX)
- …Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner (CFP) designation + Experience delivering ... Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with...its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services… more
- Bank of America (Frisco, TX)
- …and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Ability to interpret and present complex topics… more
- Truist (College Station, TX)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Regions Bank (Houston, TX)
- …Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), ... Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS) **Skills and Competencies** + Consistently a top performer + Ability to… more
- USAA (San Antonio, TX)
- …license + MBA or master's degree in a financial or business-related field + CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) designation + 10 or more years of ... USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We… more
- USAA (San Antonio, TX)
- …/ Active FINRA Series 7 + Current / Active Life/Health license + CFP ( Certified Financial Planner ), CLU (Chartered Life Underwriter), or RICP (Retirement ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...Income Certified Professional) designations + 10 or more years of… more
- Wells Fargo (Austin, TX)
- …+ 3+ years of Management experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust ... + Lead team to achieve objectives + Manage allocation of people and financial resources for Fiduciary Products + Mentor and guide talent development of direct… more