• VP, Senior Wealth Consultant - Ultra High Net…

    Charles Schwab (Westlake, TX)
    … CFA or CFP highly preferred + Professional designations/certifications (eg, CFP , CFA , MBA, CHFC , CPWA) highly preferred **Required Qualifications** + ... Active & valid FINRA Series 7 license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years financial services industry experience + 2+ years… more
    Charles Schwab (07/31/25)
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  • Senior Advice and Planning Analyst

    Truist (Fort Worth, TX)
    …institution, and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC , CFP , CPA, CFA or comparable advanced knowledge course of study. ... 3. Proven superior technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate… more
    Truist (08/08/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Dallas, TX)
    …level certification programs (preference in rank order): Certified Financial Planner ( CFP ), Chartered Financial Analyst. ( CFA ), Accredited Asset Management ... Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC (R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development… more
    Truist (08/08/25)
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