- Bank of America (Frisco, TX)
- …day in this position **Desired Skills:** * MBA or Post-Graduate Degree preferred * CFP , CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management ... + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + Decision… more
- Navy Federal Credit Union (North Richland Hills, TX)
- …Federal/NFFG organization, programs, policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: Monday - Friday, 8:30AM - 5:00PM EST; 9:30AM - ... 6:00PM CST; 8:30AM - 5:00PM PST Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 9001 Airport Freeway, Suite 925, North Richland… more
- JPMorgan Chase (Plano, TX)
- …7, Series 66 required. **Preferred Qualifications, Skills, and Capabilities:** + CFP (R) preferred. + Foundational knowledge in a goals-based approach to investing. ... + Deep investment and product knowledge, and the ability to articulate complex investment ideas. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of… more
- Bank of America (Houston, TX)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance ... licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client… more
- Edward Jones (Dallas, TX)
- …**Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, Accounting ... or Law required + 10+ years of industry specific experience required + Series 7, 66 licenses required within 6 months of hire + Insurance license required 6 months of hire. + Travel required up to 20%. **What Could Set You Apart:** + Series 24 license +… more
- American Red Cross (Dallas, TX)
- …related field required. Certification in one or more of the following areas is preferred: CFRE, CFP , CAP, JD, LLM + A Minimum 5 years of major gift or gift planning ... experience or equivalent combination of education and related experience required. Experience with gifts of assets and life income gifts including charitable gift annuities, charitable trusts, and pooled income funds is preferred. Experience promoting,… more
- Charles Schwab (Westlake, TX)
- …from an accredited college or university + Completed or enrolled in CFP Board-approved coursework + Ability to travel occasionally during the program (less ... than 10% of the year) \#campus **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make… more
- Bank of America (El Paso, TX)
- …* Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your ... insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk… more
- Truist (Houston, TX)
- …one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP , CPA or comparable advanced knowledge course of study 8. Advanced verbal, problem solving, ... and analytical skills 9. Proven experience with group facilitation, presentations, and public speaking 10. The ability to lead and manage projects relevant to the Advice and Planning Group Preferred Qualifications: 1. Twelve years of experience with area(s) of… more
- Bank of America (Dallas, TX)
- …+ Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent ... communication skills, both written and verbal + Highly entrepreneurial **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,… more