- Charles Schwab (Westlake, TX)
- …Center and Legacy systems** **Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP )** + A client-centric focus - keeps clients in ... industry required + Preferred - industry specific licensing and/or designations (CPIM, CFA , CFP , etc.) **What's in it for you** At Schwab, you're empowered to… more
- Truist (Dallas, TX)
- …or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion ... or enrollment in certification programs such as CFA , CFP , CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and… more
- Nuveen Investments (San Antonio, TX)
- …Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP ... License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered… more
- JPMorgan Chase (San Antonio, TX)
- …on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical ... thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
- Tarleton State University (Stephenville, TX)
- …for Scholarly Academic (SA) status. + Professional experience or certifications (eg, CFA , CFP ) that complement academic qualifications. + Interest in applied ... learning, student engagement, and interdisciplinary collaboration. Academic Rank: + Rank will be determined by reviewing the faculty member's record of years of experience and professional achievements in teaching, service, and research consistent with the… more
- Charles Schwab (Westlake, TX)
- …be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA (R) designation holders, verified before hire)_ + Active ... the financial services industry working directly with clients **Preferred Qualifications** + CFP or CFA + Superior relationship management and client retention… more
- CIBC (Austin, TX)
- …You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You ... bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.… more
- Matter Family Office (Dallas, TX)
- …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA , CPA, or MBA is preferred but not required. + Experience ... serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account + Dependent Care… more
- Charles Schwab (Westlake, TX)
- …, MBA a plus . **FINRA Series 7 and 66 required** . Industry certifications (CIMA/ CFP / CFA /CWS) preferred . Must have a minimum of 10-15 years in the financial ... services industry, including 7+ years of sales leadership experience . Typical travel is about 50% of the time for supervision and meetings . Position must reside in the region they cover, with potential to be located in a branch or corporate site based on… more
- UMB Bank (Austin, TX)
- …provide unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - ... $235,810.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the… more