• 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 ... + Physical Requirements: Sedentary Work **Career Level** 6IC **Please note** , a Certified Financial Planner ( CFP ) - Certified Financial more
    TIAA (09/03/25)
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  • Senior Planner - High Net Worth

    Edward Jones (Dallas, TX)
    …$239100 Read More About Job Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + ... 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)
    …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... 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)
    Join 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… more
    Vanguard (06/27/25)
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  • Personal Financial Counselor, PFC

    Magellan Health Services (Austin, TX)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial more
    Magellan Health Services (08/30/25)
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  • Personal Financial Counselor

    Magellan Health Services (Laughlin AFB, TX)
    …Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial ... - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial more
    Magellan Health Services (08/30/25)
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  • Wealth Management Advisor-Memphis, TN

    TIAA (Dallas, TX)
    …Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial...Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost… more
    TIAA (08/26/25)
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  • Financial Solutions Advisor - Central Texas…

    Bank of America (Kyle, TX)
    …where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - Central Texas Area San Antonio, Texas;Kyle, Texas **To proceed with your application, you must be at least 18 years of age.**… more
    Bank of America (09/04/25)
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  • Financial Solutions Advisor - East Dallas

    Bank of America (Plano, TX)
    …where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement ... Financial Solutions Advisor - East Dallas Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler, Texas; Mesquite, Texas;… more
    Bank of America (09/03/25)
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  • Merrill Financial Solutions Advisor:…

    Bank of America (Houston, TX)
    …degree, preferably in business-related field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Financial Solutions Advisor: Houston Texas Market Houston, Texas;Houston, Texas; Beaumont, Texas **To proceed with your application, you must be at least 18… more
    Bank of America (07/19/25)
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