• Private Wealth Management Wealth Advisor - CFA,…

    Regions Bank (Dallas, TX)
    …and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be ... Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are… more
    Regions Bank (07/24/25)
    - Related Jobs

  • Wealth Management Advisor-Knoxville, TN

    TIAA (Dallas, TX)
    …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
    TIAA (08/02/25)
    - Related Jobs

  • Assistant/Associate Professor of Practice / CFR…

    Texas Tech University (TX)
    …coaching sessions, and maintenance of records of KEY volunteer hours for reporting to CFP (R) and AFC(R). Recruit members for the KEY Advisory Board and lead the ... relevant to personal finance and financial planning, such as the CFP (R) and AFC(R) certifications. 2. Development experience, including federal and corporate… more
    Texas Tech University (07/31/25)
    - Related Jobs

  • Financial Advisor Associate

    Vanguard (Dallas, TX)
    …7, and Series 66 are required to be obtained within department guidelines. + CFP (R) preferred, with a commitment to pursue the designation. We offer a corporate ... CFP program to support crew in acquiring the certification....your career with us: * Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you… more
    Vanguard (05/15/25)
    - Related Jobs

  • Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab (Austin, 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 FINRA ... financial services industry working directly with clients **Preferred Qualifications:** + CFP or CFA + Superior relationship management and client retention… more
    Charles Schwab (08/08/25)
    - Related Jobs

  • Senior Financial Planner

    Charles Schwab (Westlake, TX)
    …holistic financial needs. Demonstrate the value and importance of partnering with a CFP (R) professional on an ongoing basis. + Partner with clients to create, review ... skills include: + Master's level or equivalent Financial Planning-related designation + CFP (R) designation is required. + Active and valid FINRA Series 7 license… more
    Charles Schwab (08/08/25)
    - Related Jobs

  • VP, Senior Wealth Consultant - Ultra High Net…

    Charles Schwab (Westlake, TX)
    …+ Wealth Management designation, eg, Certified Wealth Strategist (CWS), 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)… more
    Charles Schwab (07/31/25)
    - Related Jobs

  • Sr. Team Manager, Centralized Planning Group

    Charles Schwab (Westlake, TX)
    …with extensive financial services experience to lead and coach their team of CFP (R) professionals. Managing performance - Part of this role includes the monitoring ... inherent in our industry. **What you have:** Required Qualifications: + Bachelor's degree + CFP (R) designation + Active and valid FINRA Series 7 license + Active and… more
    Charles Schwab (07/31/25)
    - Related Jobs

  • Personal Financial Counselor, PFC - Fort Worth.

    Magellan Health Services (Fort Worth, TX)
    …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
    Magellan Health Services (07/25/25)
    - Related Jobs

  • Certified Financial Advisor

    Vanguard (Dallas, TX)
    …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 ... To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/ Qualifications: + CFP (R) designation required . + Series 7, 63 or 66 (or… more
    Vanguard (06/27/25)
    - Related Jobs