- 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
- 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
- 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
- Charles Schwab (Westlake, TX)
- …with extensive financial services experience to share with their team of CFP (R) or CFA(R) investment professionals. **Managing change** - The Senior Regional Manager ... the ability to execute the Schwab strategy. Essential skills include: + CFP (R) designation, CFA(R) designation required (may consider 24 month condition of… 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 ... Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered… more
- TIAA (Dallas, TX)
- …Series 65; Series 66 **Licenses and Certifications** + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards required Upon Hire ... Sedentary Work **Career Level** 6IC **Please note** , a Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards designation is required at… more
- 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
- Magellan Health Services (Austin, 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
- 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
- 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