- Atria Wealth Solutions (Fort Worth, TX)
- …culture Desired Qualifications + Undergraduate Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience ... 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 (Dallas, TX)
- …activities and new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- City National Bank (Houston, TX)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to… more
- Equitable (Austin, TX)
- …Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant ... 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
- Truist (Dallas, TX)
- …Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered ... financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention… more
- Deloitte (Fort Worth, TX)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Fort Worth, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Austin, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Austin, TX)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Antonio, TX)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more