- Vanguard (Dallas, TX)
- …given a chance to succeed - and that starts with you. As a Senior CFP Financial Advisor, you'll develop tailored strategies that will help our clients achieve their ... approach + Ability to adapt quickly to technology and process changes What you'll need: + CFP required + Series 7, 63 or 66 (or ability to obtain within 3 months of… more
- Navy Federal Credit Union (San Antonio, TX)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... discipline or related professional experience + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy,… more
- Magellan Health Services (San Antonio, 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
- Atria Wealth Solutions (Houston, TX)
- …company, broker-dealer and/or Registered Investment Advisory Firm + Willingness to pursue CFP , ChFC, or CLU designation after one year of successful employment + ... discipline or related professional experience + In pursuit of designations eg, CFP , ChFC, CLU + Advanced knowledge of Navy Federal's functions, philosophy,… more
- Charles Schwab (Westlake, TX)
- …be the opportunity for you. **What you have** **Required** **Qualifications** **:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid ... FINRA Series 7 license (may be obtained with a 120-day condition of employment) + Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment) + Five or more years of advisory experience **Preferred**… more
- Deloitte (Dallas, TX)
- …Certifications: + Certified Financial Accountant (CFA) + Certified Financial Planner ( CFP ) + Project Management Professional (PMP) + Chartered Financial Advisor ... (CFA) + Technology Certifications: + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile Software Engineer + Certified SAFe Proudct Owner / Product Manager + Certified SAFe… more
- Healthcare Services Group, Inc. (Longview, TX)
- …show proof of or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first 14 days of employment. ... + Certified Dietary Manager (CDM) course participant, or certification as required by State & County law. + Must successfully achieve the eLuminate Food Service Manager (FSM) and Long-Term Care Food Service (LTC-FSM) certifications within the first 60 days of… more
- Bank of America (Dallas, TX)
- …/ GED / Secondary School or equivalent **Desired Designations** : JD, CPA, or CFP a plus **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 ... Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin,… more
- Deloitte (Houston, TX)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Minor or coursework in management information systems or data analytics ... + 5+ years' Big 4 experience using tax technology in financial services tax compliance: banking, private equity, hedge funds, real estate funds, mutual funds, fund of funds, and insurance companies + Proven leadership managing virtual teams including out of… more
- Truist (San Antonio, TX)
- …underwriting process **Preferred Qualifications:** 1. Advanced designations, such as JD, CFP , CLU, and other industry credentials **General Description of Available ... Benefits for Eligible Employees of TIH:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance… more