• Wealth Advisor III - Houston

    Truist (Austin, TX)
    …* CFP preferred or CTFA, CFA, CPA, JD or MBA * Completion or enrollment in certification programs such as CFA, CFP , CPWA and CPA * 5 or more years of sales ... receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review… more
    Truist (09/02/25)
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  • Senior Planner- High Net Worth

    Edward Jones (Dallas, TX)
    …Overview **Skills/Requirements** **What Experience You Need:** + Certified Financial Planner ( CFP ) designation required + Bachelor's degree in business, Finance, ... the financial advisor, client and the home office stakeholders and is required to achieve the client's objectives through an unparalleled experience through an… more
    Edward Jones (09/17/25)
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  • Wealth Management Advisor

    Fifth Third Bank, NA (Houston, TX)
    …Administration, Finance, or Economics is preferred. + CFP , CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months ... + Identifies and refers opportunities providing for the utilization of advanced planning solutions. + Coordinates and collaborates with client third party… more
    Fifth Third Bank, NA (09/25/25)
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  • Private Banking Advisor

    Comerica (Dallas, TX)
    …applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica ... and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and...+ Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA, CPA, JD, or MBA About… more
    Comerica (09/20/25)
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  • Virtual / Premier Advisor or Virtual / Premier…

    Truist (Dallas, TX)
    …receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English ( Required ) **Work Shift:** 1st shift (United States of America) **Please review ... processes, products, services and operating policies and procedures. **QUALIFICATIONS** ** Required Qualifications:** The requirements listed below are representative of… more
    Truist (08/08/25)
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  • Wealth Advisor

    Zions Bancorporation (Houston, TX)
    … licensing, FINRA Series 7 & 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in using computers and ... Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio Managers/ Advanced Planning Professionals As a **_Wealth Advisor_** , your role will… more
    Zions Bancorporation (08/24/25)
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